Jamison Private Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Buy	132,679 +2,261	+2%	+$209K	1.61%	17
2025 Q4	$11.4M	Buy	130,418 +1,074	+0.8%	+$98K	1.42%	22
2025 Q3	$12.3M	Buy	129,344 +2,308	+2%	+$215K	1.59%	21
2025 Q2	$11.7M	Sell	127,036 -816	-0.6%	-$73.3K	1.67%	16
2025 Q1	$11.8M	Buy	127,852 +464	+0.4%	+$40.2K	1.79%	14
2024 Q4	$10.5M	Buy	127,388 +1,759	+1%	+$154K	1.55%	17
2024 Q3	$11.3M	Buy	125,629 +3,414	+3%	+$292K	1.72%	12
2024 Q2	$9.48M	Buy	122,215 +284	+0.2%	+$21.5K	1.58%	17
2024 Q1	$8.75M	Buy	121,931 +1,674	+1%	+$116K	1.48%	20
2023 Q4	$8.43M	Sell	120,257 -164	-0.1%	-$11.3K	1.58%	16
2023 Q3	$7.79M	Buy	+120,421	New	+$8.36M	1.61%	14