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Capital Advisors Wealth Management’s Southern Company SO Stock Holding History

Capital Advisors Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$444K Buy
4,833
+35
+0.7% +$3.21K 0.07% 123
2025
Q1 		$441K Buy
4,798
+219
+5% +$20.1K 0.08% 114
2024
Q4 		$377K Buy
4,579
+2,062
+82% +$170K 0.07% 115
2024
Q3 		$227K Buy
+2,517
New +$227K 0.04% 153