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

Jamison Private Wealth Management’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	$12.3M	Buy
2025 Q2	$11.7M	Sell
2025 Q1	$11.8M	Buy
2024 Q4	$10.5M	Buy
2024 Q3	$11.3M	Buy
2024 Q2	$9.48M	Buy
2024 Q1	$8.75M	Buy
2023 Q4	$8.43M	Sell
2023 Q3	$7.79M	Buy