Wiser Wealth Management’s Southern Company SO Stock Holding History

Wiser Wealth Management’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	$559K	Buy
2025 Q2	$540K	Sell
2025 Q1	$1.22M	Sell
2024 Q4	$1.09M	Buy
2024 Q3	$1.18M	Buy
2023 Q4	–	Sell
2023 Q3	$232K	Buy
2021 Q3	–	Sell
2021 Q2	$301K	Sell
2021 Q1	$334K	Hold
2020 Q4	$330K	Buy