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Wetzel Investment Advisors’s Southern Company SO Stock Holding History

Wetzel Investment Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,080
Closed -$77.5K – 763
2024
Q2 		$77.5K Hold
1,080
– – 0.04% 194
2024
Q1 		$76.2K Hold
1,080
– – 0.04% 205
2023
Q4 		$76K Buy
+1,080
New +$76K 0.05% 202