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

Capital Advisors Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$762K	Buy
2025 Q2	$444K	Buy
2025 Q1	$441K	Buy
2024 Q4	$377K	Buy
2024 Q3	$227K	Buy