Capstone Wealth Management (Alabama)’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
$555K Buy
6,039
+4
+0.1% +$367 0.49% 25
2025
Q1
$555K Sell
6,035
-902
-13% -$82.9K 0.55% 23
2024
Q4
$571K Buy
+6,937
New +$571K 0.56% 23