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Duncan Williams Asset Management’s Southern Company SO Stock Holding History

Duncan Williams Asset Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$270K Buy
2,936
+12
+0.4% +$1.1K 0.09% 129
2025
Q1 		$269K Buy
2,924
+46
+2% +$4.23K 0.1% 123
2024
Q4 		$237K Buy
2,878
+11
+0.4% +$906 0.09% 131
2024
Q3 		$259K Buy
+2,867
New +$259K 0.14% 108