OWM
SO icon

Orca Wealth Management’s Southern Company SO Stock Holding History

Orca Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$412K Buy
4,487
+7
+0.2% +$643 0.35% 50
2025
Q1 		$412K Buy
4,480
+2
+0% +$184 0.37% 49
2024
Q4 		$369K Buy
+4,478
New +$369K 0.33% 49