SSWG
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Seven Springs Wealth Group’s Southern Company SO Stock Holding History

Seven Springs Wealth Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,474
Closed -$227K – 85
2025
Q2 		$227K Hold
2,474
– – 0.06% 78
2025
Q1 		$227K Hold
2,474
– – 0.08% 74
2024
Q4 		$204K Buy
+2,474
New +$217K 0.08% 75
2021
Q2 		– Sell
-525
Closed -$33K – 131
2021
Q1 		$33K Hold
525
– – 0.02% 90
2020
Q4 		$32K Hold
525
– – 0.02% 89
2020
Q3 		$28K Hold
525
– – 0.02% 87
2020
Q2 		$27K Hold
525
– – 0.02% 83
2020
Q1 		$28K Sell
525
-100
-16% -$6.33K 0.02% 81
2019
Q4 		$40K Buy
+625
New +$38.7K 0.03% 98

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