MWM
SO icon

Mindset Wealth Management’s Southern Company SO Stock Holding History

Mindset Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$581K Buy
6,325
+969
+18% +$89K 0.19% 63
2025
Q1 		$493K Buy
5,356
+1,043
+24% +$95.9K 0.19% 68
2024
Q4 		$355K Buy
4,313
+244
+6% +$20.1K 0.13% 86
2024
Q3 		$367K Buy
+4,069
New +$367K 0.15% 82