Texas Capital Bank Wealth Management Services’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	$236K	Sell	2,565 -9	-0.3%	-$826	0.02%	199
2025 Q1	$237K	Sell	2,574 -19	-0.7%	-$1.75K	0.02%	183
2024 Q4	$213K	Buy	2,593 +18	+0.7%	+$1.48K	0.02%	151
2024 Q3	$232K	Buy	+2,575	New	+$232K	0.02%	174