LongView Wealth Management’s Southern Company SO Stock Holding History

LongView Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.45M	Sell
2025 Q2	$3.38M	Sell
2025 Q1	$3.58M	Sell
2024 Q4	$3.35M	Buy
2024 Q3	$3.67M	Buy
2024 Q2	$3M	Sell
2024 Q1	$2.88M	Sell
2023 Q4	$3.03M	Buy