WWC
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Waypoint Wealth Counsel’s Southern Company SO Stock Holding History

Waypoint Wealth Counsel’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 		$250K Buy
2,721
+283
+12% +$26K 0.12% 141
2025
Q1 		$224K Buy
2,438
+3
+0.1% +$276 0.14% 100
2024
Q4 		$200K Buy
2,435
+80
+3% +$6.59K 0.13% 93
2024
Q3 		$212K Buy
+2,355
New +$212K 0.14% 93