AWM
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Aviso Wealth Management’s Southern Company SO Stock Holding History

Aviso Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,194
Closed -$301K – 156
2024
Q1 		$301K Buy
4,194
+151
+4% +$10.8K 0.19% 114
2023
Q4 		$284K Buy
+4,043
New +$284K 0.21% 109