Worth Financial Advisory Group’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
5,997
+1,970
+49% +$181K 0.34% 73
2025
Q1
$370K Buy
+4,027
New +$370K 0.24% 103