Smith & Howard Wealth Management’s Southern Company SO Stock Holding History

Smith & Howard Wealth Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Buy
2019 Q1	–	Sell
2018 Q4	$234K	Buy
2014 Q1	–	Sell
2013 Q4	$65K	Buy
2013 Q3	$51K	Sell
2013 Q2	$99K	Buy