PFW Advisors’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
Q3
$588K Buy
2025
Q2
$569K Buy
2025
Q1
$562K Buy
2024
Q4
$494K Buy
2024
Q2
$463K Sell
2024
Q1
$441K Sell
2023
Q4
$456K Buy
2023
Q3
$394K Hold
2023
Q2
$423K Buy
2019
Q3
$539K Buy