4A
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4Wealth Advisors’s Southern Company SO Stock Holding History

4Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Sell
3,983
-35
-0.9% -$3.21K 0.37% 87
2025
Q1 		$369K Sell
4,018
-214
-5% -$19.7K 0.4% 88
2024
Q4 		$348K Buy
+4,232
New +$348K 0.35% 95