Annis Gardner Whiting Capital Advisors’s Southern Company SO Stock Holding History

Annis Gardner Whiting Capital 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	$438K	Buy
2025 Q2	$240K	Buy
2025 Q1	$213K	Hold
2024 Q4	$190K	Sell
2024 Q3	$399K	Buy
2024 Q2	$205K	Buy
2024 Q1	$183K	Buy
2023 Q4	$173K	Buy
2023 Q3	$141K	Buy