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Copia Wealth Management’s Southern Company SO Stock Holding History

Copia 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 		$202K Buy
2,195
+14
+0.6% +$1.29K 0.17% 89
2025
Q1 		$201K Buy
2,181
+1,631
+297% +$150K 0.19% 86
2024
Q4 		$45.3K Buy
+550
New +$45.3K 0.04% 153