DWM
Dogwood Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
7,599
-451
| -6% | -$41.2K | 0.34% | 64 |
|
|
2025
Q1 | $740K | Buy |
8,050
+505
| +7% | +$46.4K | 0.39% | 52 |
|
|
2024
Q4 | $621K | Buy |
7,545
+2,155
| +40% | +$177K | 0.33% | 57 |
|
|
2024
Q3 | $486K | Buy |
5,390
+114
| +2% | +$10.3K | 0.28% | 72 |
|
|
2024
Q2 | $409K | Buy |
5,276
+829
| +19% | +$64.3K | 0.25% | 58 |
|
|
2024
Q1 | $319K | Buy |
4,447
+710
| +19% | +$50.9K | 0.22% | 66 |
|
|
2023
Q4 | $262K | Buy |
+3,737
| New | +$262K | 0.2% | 67 |
|