JWM
JPL Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
39,943
+127
| +0.3% | +$11.7K | 0.99% | 46 |
|
|
2025
Q1 | $3.66M | Buy |
39,816
+1,466
| +4% | +$135K | 1.04% | 41 |
|
|
2024
Q4 | $3.16M | Buy |
+38,350
| New | +$3.16M | 0.9% | 50 |
|
|
2024
Q2 | $2.23M | Buy |
28,796
+1,234
| +4% | +$95.7K | 1.09% | 39 |
|
|
2024
Q1 | $1.98M | Buy |
27,562
+4,287
| +18% | +$308K | 1.09% | 44 |
|
|
2023
Q4 | $1.63M | Buy |
+23,275
| New | +$1.63M | 1.18% | 32 |
|