BWM
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BankPlus Wealth Management’s Southern Company SO Stock Holding History

BankPlus 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
2025
Q2 		$234K Buy
2,545
+193
+8% +$17.7K 0.16% 95
2025
Q1 		$216K Buy
+2,352
New +$216K 0.16% 93