Core Wealth Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-300
Closed -$21.5K 212
2024
Q1
$21.5K Hold
300
0.01% 144
2023
Q4
$21K Buy
+300
New +$21K 0.01% 137