Empirical Wealth Management’s Southern Company SO Stock Holding History

Empirical 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 Q3	$1.28M	Sell
2025 Q2	$2.73M	Buy
2025 Q1	$2.41M	Buy
2024 Q4	$342K	Sell
2024 Q3	$432K	Sell
2024 Q2	$445K	Buy
2024 Q1	$216K	Buy
2023 Q4	$207K	Buy