Level Wealth Management’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	$383K	Hold	4,172	–	–	0.22%	42
2025 Q1	$384K	Hold	4,172	–	–	0.25%	35
2024 Q4	$343K	Buy	+4,172	New	+$343K	0.24%	38