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Turtle Creek Wealth Advisors’s Southern Company SO Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$670K Buy
+7,292
New +$670K 0.08% 145
2024
Q1 		– Sell
-1,243
Closed -$87.2K – 725
2023
Q4 		$87.2K Buy
+1,243
New +$87.2K 0.03% 212