EWS
Eagle Wealth Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
3,156
| – | – | 0.16% | 72 |
|
|
2025
Q1 | $290K | Sell |
3,156
-238
| -7% | -$21.9K | 0.18% | 67 |
|
|
2024
Q4 | $279K | Hold |
3,394
| – | – | 0.2% | 77 |
|
|
2024
Q3 | $306K | Hold |
3,394
| – | – | 0.22% | 68 |
|
|
2024
Q2 | $263K | Hold |
3,394
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $241K | Hold |
3,394
| – | – | 0.2% | 81 |
|
|
2023
Q4 | $238K | Buy |
+3,394
| New | +$238K | 0.14% | 82 |
|