WCG Wealth Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+11,986
New +$1.1M 0.07% 222
2025
Q1
Sell
-10,002
Closed -$823K 321
2024
Q4
$823K Buy
+10,002
New +$823K 0.05% 227