Walkner Condon Financial Advisors’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	$373K	Sell	4,066 -563	-12%	-$51.7K	0.07%	194
2025 Q1	$426K	Sell	4,629 -1,183	-20%	-$109K	0.09%	174
2024 Q4	$478K	Buy	5,812 +140	+2%	+$11.5K	0.1%	164
2024 Q3	$511K	Buy	5,672 +1,381	+32%	+$125K	0.1%	155
2024 Q2	$333K	Buy	+4,291	New	+$333K	0.07%	187