McGlone Suttner Wealth Management’s Southern Company SO Stock Holding History

McGlone Suttner 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 Q2	$900K	Buy
2025 Q1	$788K	Buy
2024 Q4	$696K	Buy
2024 Q3	$715K	Buy
2024 Q2	$455K	Sell
2024 Q1	$536K	Buy
2023 Q4	$455K	Buy
2023 Q3	$394K	Buy
2023 Q2	$407K	Buy
2023 Q1	$389K	Buy
2022 Q4	$367K	Buy