PJWM
Philip James Wealth Mangement’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
3,096
-324
| -9% | -$29.8K | 0.04% | 143 |
|
|
2025
Q1 | $314K | Sell |
3,420
-24
| -0.7% | -$2.21K | 0.04% | 132 |
|
|
2024
Q4 | $284K | Sell |
3,444
-150
| -4% | -$12.3K | 0.04% | 138 |
|
|
2024
Q3 | $324K | Buy |
+3,594
| New | +$324K | 0.04% | 119 |
|