Austin Private Wealth’s Southern Company SO Stock Holding History

Austin Private Wealth’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$485K	Sell
2025 Q2	$573K	Buy
2025 Q1	$538K	Buy
2024 Q4	$440K	Buy
2024 Q3	$394K	Sell
2024 Q2	$344K	Buy
2024 Q1	$283K	Buy
2023 Q4	$225K	Sell
2023 Q3	$235K	Buy
2023 Q2	$219K	Buy
2023 Q1	$204K	Buy