Leslie Global Wealth’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
3,386
+7
+0.2% +$643 0.17% 55
2025
Q1
$311K Buy
+3,379
New +$311K 0.15% 56
2024
Q4
Sell
-4,678
Closed -$422K 78
2024
Q3
$422K Buy
+4,678
New +$422K 0.21% 42