VWA
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VSM Wealth Advisory’s Southern Company SO Stock Holding History

VSM Wealth Advisory’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
2,602
-947
-27% -$87K 0.08% 87
2025
Q1 		$326K Buy
3,549
+2
+0.1% +$184 0.12% 67
2024
Q4 		$292K Buy
+3,547
New +$292K 0.1% 70