Opal Wealth Advisors’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	$62K	Buy	675 +133	+25%	+$12.2K	0.02%	344
2025 Q1	$49.8K	Buy	+542	New	+$49.8K	0.02%	357
2024 Q3	–	Sell	-852	Closed	-$66.1K	–	1013
2024 Q2	$66.1K	Buy	+852	New	+$66.1K	0.02%	322