FWP
SO icon

Fiduciary Wealth Partners’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.35K Sell
80
-2,138
-96% -$196K 0.01% 69
2025
Q1
$204K Buy
+2,218
New +$204K 0.18% 42