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Partners Wealth Management’s Southern Company SO Stock Holding History

Partners 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 		$552K Hold
6,012
– – 0.63% 47
2025
Q1 		$553K Sell
6,012
-188
-3% -$17.3K 0.63% 47
2024
Q4 		$510K Buy
+6,200
New +$510K 0.58% 51