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Private Wealth Partners’s Southern Company SO Stock Holding History

Private Wealth Partners’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
Q1 		– Sell
-2,600
Closed -$214K – 180
2024
Q4 		$214K Hold
2,600
– – 0.02% 165
2024
Q3 		$234K Hold
2,600
– – 0.02% 158
2024
Q2 		$202K Buy
+2,600
New +$202K 0.02% 157