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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$525K	Sell
2025 Q2	$552K	Hold
2025 Q1	$553K	Sell
2024 Q4	$510K	Buy