Heritage Wealth Management (Ohio)’s Southern Company SO Stock Holding History

Heritage Wealth Management (Ohio)’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	$422K	Hold
2025 Q2	$409K	Sell
2025 Q1	$433K	Sell
2024 Q4	$392K	Hold
2024 Q3	$430K	Hold
2024 Q2	$372K	Buy