Wells Trecaso Financial Group’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	$832K	Hold	9,055	–	–	0.26%	51
2025 Q1	$833K	Hold	9,055	–	–	0.28%	53
2024 Q4	$745K	Hold	9,055	–	–	0.24%	54
2024 Q3	$817K	Hold	9,055	–	–	0.27%	53
2024 Q2	$702K	Hold	9,055	–	–	0.24%	54
2024 Q1	$650K	Hold	9,055	–	–	0.23%	55
2023 Q4	$635K	Hold	9,055	–	–	0.26%	50
2023 Q3	$586K	Hold	9,055	–	–	0.26%	52
2023 Q2	$636K	Hold	9,055	–	–	0.27%	50
2023 Q1	$630K	Hold	9,055	–	–	0.29%	48
2022 Q4	$647K	Hold	9,055	–	–	0.32%	47
2022 Q3	$616K	Hold	9,055	–	–	0.34%	46
2022 Q2	$646K	Hold	9,055	–	–	0.33%	47
2022 Q1	$657K	Hold	9,055	–	–	0.29%	49
2021 Q4	$621K	Hold	9,055	–	–	0.27%	51
2021 Q3	$561K	Hold	9,055	–	–	0.27%	52
2021 Q2	$548K	Hold	9,055	–	–	0.26%	53
2021 Q1	$563K	Hold	9,055	–	–	0.3%	53
2020 Q4	$556K	Hold	9,055	–	–	0.31%	50
2020 Q3	$491K	Hold	9,055	–	–	0.31%	50
2020 Q2	$470K	Hold	9,055	–	–	0.32%	49
2020 Q1	$490K	Hold	9,055	–	–	0.44%	44
2019 Q4	$577K	Hold	9,055	–	–	0.42%	47
2019 Q3	$559K	Hold	9,055	–	–	0.45%	45
2019 Q2	$501K	Hold	9,055	–	–	0.41%	49
2019 Q1	$468K	Hold	9,055	–	–	0.39%	49
2018 Q4	$398K	Hold	9,055	–	–	0.38%	51
2018 Q3	$395K	Hold	9,055	–	–	0.33%	55
2018 Q2	$419K	Hold	9,055	–	–	0.39%	47
2018 Q1	$404K	Sell	9,055 -1,650	-15%	-$73.6K	0.38%	46
2017 Q4	$515K	Buy	+10,705	New	+$515K	0.5%	39