Values First Advisors’s Southern Company SO Stock Holding History

Values First Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$707K	Buy
2025 Q2	$682K	Buy
2025 Q1	$622K	Buy
2024 Q4	$547K	Buy
2024 Q3	$326K	Sell
2024 Q2	$316K	Buy
2024 Q1	$244K	Buy