JSW
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Journey Strategic Wealth’s Southern Company SO Stock Holding History

Journey Strategic Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$971K Buy
10,572
+4,904
+87% +$450K 0.03% 171
2025
Q1 		$521K Buy
5,668
+728
+15% +$66.9K 0.02% 221
2024
Q4 		$407K Buy
4,940
+7
+0.1% +$576 0.02% 262
2024
Q3 		$445K Buy
+4,933
New +$445K 0.02% 239