Brass Tax Wealth Management’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	$357K	Buy	3,886 +359	+10%	+$33K	0.07%	148
2025 Q1	$324K	Buy	3,527 +155	+5%	+$14.3K	0.07%	143
2024 Q4	$278K	Buy	3,372 +9	+0.3%	+$741	0.06%	157
2024 Q3	$303K	Buy	+3,363	New	+$303K	0.06%	142