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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$6.7K	Sell
2025 Q1	$6.71K	Buy
2024 Q4	$6.01K	Buy