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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$409K	Sell	4,456 -250	-5%	-$23K	0.13%	160
2025 Q1	$433K	Sell	4,706 -60	-1%	-$5.52K	0.15%	150
2024 Q4	$392K	Hold	4,766	–	–	0.13%	157
2024 Q3	$430K	Hold	4,766	–	–	0.14%	152
2024 Q2	$372K	Buy	+4,766	New	+$372K	0.12%	161