Dogwood Wealth Management’s Southern Company SO Stock Holding History

Dogwood 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 Q2	$693K	Sell
2025 Q1	$740K	Buy
2024 Q4	$621K	Buy
2024 Q3	$486K	Buy
2024 Q2	$409K	Buy
2024 Q1	$319K	Buy
2023 Q4	$262K	Buy