LWL
Leo Wealth LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
32,303
+5,861
| +22% | +$538K | 0.23% | 85 |
|
|
2025
Q1 | $2.43M | Sell |
26,442
-2,507
| -9% | -$231K | 0.35% | 59 |
|
|
2024
Q4 | $2.38M | Buy |
28,949
+3,405
| +13% | +$280K | 0.21% | 85 |
|
|
2024
Q3 | $2.3M | Buy |
25,544
+634
| +3% | +$57.2K | 0.21% | 82 |
|
|
2024
Q2 | $1.93M | Buy |
24,910
+464
| +2% | +$35.9K | 0.2% | 92 |
|
|
2024
Q1 | $1.75M | Buy |
24,446
+16,962
| +227% | +$1.21M | 0.18% | 96 |
|
|
2023
Q4 | $523K | Buy |
+7,484
| New | +$523K | 0.05% | 201 |
|