Principia Wealth Advisory’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.51K Buy
60
+9
+18% +$826 ﹤0.01% 220
2025
Q1
$4.48K Buy
51
+17
+50% +$1.49K ﹤0.01% 190
2024
Q4
$2.8K Buy
+34
New +$2.8K ﹤0.01% 196