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Physician Wealth Advisors’s Southern Company SO Stock Holding History

Physician Wealth Advisors’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 		$29.9K Sell
326
-81
-20% -$7.44K ﹤0.01% 437
2025
Q1 		$37.4K Buy
407
+7
+2% +$644 0.01% 376
2024
Q4 		$32.9K Buy
+400
New +$32.9K 0.01% 403