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Shepherd Wealth Management’s Southern Company SO Stock Holding History

Shepherd Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$462K Sell
4,884
-217
-4% -$20.5K 0.31% 23
2025
Q1 		$469K Sell
5,101
-3,427
-40% -$315K 0.48% 23
2024
Q4 		$702K Buy
+8,528
New +$702K 0.69% 30