Whalen Wealth Management’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	$228K	Buy	2,486 +21	+0.9%	+$1.93K	0.14%	187
2025 Q1	$227K	Sell	2,465 -116	-4%	-$10.7K	0.15%	113
2024 Q4	$213K	Buy	2,581 +21	+0.8%	+$1.73K	0.15%	134
2024 Q3	$231K	Buy	+2,560	New	+$231K	0.16%	102