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Blake Schutter Theil Wealth Advisors’s Southern Company SO Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,558
Closed -$419K – 117
2025
Q1 		$419K Sell
4,558
-120
-3% -$11K 0.48% 66
2024
Q4 		$385K Sell
4,678
-4,340
-48% -$357K 0.41% 71
2024
Q3 		$813K Buy
+9,018
New +$813K 0.58% 49