Executive Wealth Management’s Southern Company SO Stock Holding History

Executive 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
2024 Q4	$8.47M	Buy
2024 Q3	$7.2M	Buy
2024 Q2	–	Sell
2024 Q1	$5.69M	Sell
2023 Q4	$5.69M	Buy
2019 Q3	–	Sell
2019 Q2	$47K	Sell
2019 Q1	$57K	Hold
2018 Q4	$48K	Buy