NewEdge 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	$1.32M	Buy	+13,801	New	+$1.32M	0.02%	467
2022 Q3	–	Sell	-19,536	Closed	-$1.39M	–	591
2022 Q2	$1.39M	Buy	+19,536	New	+$1.39M	0.06%	239