Websterrogers Financial Advisors’s Southern Company SO Stock Holding History

Websterrogers Financial Advisors’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$557K	Buy
2022 Q2	–	Sell
2022 Q1	$248K	Hold
2021 Q4	$230K	Hold
2021 Q3	$208K	Hold
2021 Q2	$211K	Hold
2021 Q1	$208K	Sell
2020 Q4	$209K	Buy