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William B. Walkup & Associates’s Southern Company SO Stock Holding History

William B. Walkup & Associates’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 		$217K Hold
2,358
– – 0.13% 80
2025
Q1 		$217K Hold
2,358
– – 0.13% 79
2024
Q4 		$194K Hold
2,358
– – 0.12% 81
2024
Q3 		$213K Hold
2,358
– – 0.13% 81
2024
Q2 		$183K Buy
+2,358
New +$183K 0.12% 81