Biltmore Wealth Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
2025
Q1
$294K Buy
2024
Q4
$263K Buy
2024
Q3
$288K Buy
2024
Q2
$247K Buy
2024
Q1
$223K Hold
2023
Q4
$223K Buy
2023
Q3
$206K Buy
2023
Q2
$223K Buy
2023
Q1
$221K Buy
2022
Q4
$226K Buy
2022
Q3
$215K Buy
2022
Q2
$226K Buy
2022
Q1
$229K Buy
2021
Q4
$217K Buy