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

Heritage Wealth Management (Ohio)’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$389K	Hold
2025 Q3	$422K	Hold
2025 Q2	$409K	Sell
2025 Q1	$433K	Sell
2024 Q4	$392K	Hold
2024 Q3	$430K	Hold
2024 Q2	$372K	Buy