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

Bernard 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 		– Sell
-41
Closed -$3.77K – 382
2025
Q1 		$3.77K Buy
+41
New +$3.77K ﹤0.01% 272