OneAscent Wealth Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.61M Buy
2025
Q1
$3.06M Sell
2024
Q4
$3.25M Buy
2024
Q3
$2.73M Buy
2024
Q2
Sell
2024
Q1
$2.93M Sell
2023
Q4
$2.96M Buy
2023
Q3
$2.61M Buy
2023
Q2
Sell
2023
Q1
$3.05M Sell
2022
Q4
$3.96M Buy
2022
Q3
$3.7M Buy
2022
Q2
$3.47M Buy
2022
Q1
$3.46M Buy
2021
Q1
$1.99M Sell
2020
Q4
$2.07M Buy