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Whipplewood Advisors’s Southern Company SO Stock Holding History

Whipplewood 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
2025
Q2 		$6.7K Sell
73
-480
-87% -$44.1K ﹤0.01% 640
2025
Q1 		$6.71K Buy
553
+480
+658% +$5.83K ﹤0.01% 639
2024
Q4 		$6.01K Buy
+73
New +$6.01K ﹤0.01% 654