Badgley Phelps Wealth Managers’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	$238K	Sell	2,588 -23	-0.9%	-$2.11K	0.01%	277
2025 Q1	$240K	Buy	2,611 +1	+0%	+$92	0.01%	277
2024 Q4	$215K	Hold	2,610	–	–	0.01%	281
2024 Q3	$235K	Buy	+2,610	New	+$235K	0.01%	271