Elmwood Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Hold	4,000	–	–	0.15%	102
2025 Q1	$368K	Hold	4,000	–	–	0.15%	106
2024 Q4	$329K	Hold	4,000	–	–	0.13%	110
2024 Q3	$361K	Hold	4,000	–	–	0.15%	108
2024 Q2	$310K	Sell	4,000 -693	-15%	-$53.8K	0.14%	104
2024 Q1	$337K	Sell	4,693 -5	-0.1%	-$359	0.14%	105
2023 Q4	$329K	Buy	4,698 +2	+0%	+$140	0.23%	89
2023 Q3	$304K	Buy	4,696 +3	+0.1%	+$194	0.15%	106
2023 Q2	$330K	Hold	4,693	–	–	0.15%	100
2023 Q1	$327K	Hold	4,693	–	–	0.15%	100
2022 Q4	$335K	Hold	4,693	–	–	0.17%	100
2022 Q3	$319K	Hold	4,693	–	–	0.16%	97
2022 Q2	$335K	Sell	4,693 -350	-7%	-$25K	0.19%	94
2022 Q1	$366K	Hold	5,043	–	–	0.19%	93
2021 Q4	$346K	Buy	+5,043	New	+$346K	0.17%	96
2021 Q2	$305K	Hold	5,043	–	–	0.16%	93
2021 Q1	$313K	Buy	+5,043	New	+$313K	0.19%	90
2020 Q3	$263K	Hold	5,068	–	–	0.21%	79
2020 Q2	$263K	Buy	5,068 +68	+1%	+$3.53K	0.21%	79
2020 Q1	$223K	Hold	5,000	–	–	0.21%	83
2019 Q4	$319K	Hold	5,000	–	–	0.28%	78
2019 Q3	$309K	Hold	5,000	–	–	0.31%	69
2019 Q2	$276K	Hold	5,000	–	–	0.24%	78
2019 Q1	$258K	Hold	5,000	–	–	0.24%	77
2018 Q4	$220K	Hold	5,000	–	–	0.21%	83
2018 Q3	$218K	Hold	5,000	–	–	0.18%	88
2018 Q2	$232K	Hold	5,000	–	–	0.21%	85
2018 Q1	$223K	Buy	+5,000	New	+$223K	0.21%	83