Wealth Group’s Southern Company SO Stock Holding History

Wealth Group’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$358K	Sell
2024 Q4	$475K	Buy
2024 Q3	$337K	Sell
2024 Q2	$442K	Hold
2024 Q1	$408K	Buy