Wood Tarver Financial Group’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
$239K Buy
2,610
+1
+0% +$92 0.07% 127
2025
Q1
$240K Sell
2,609
-387
-13% -$35.6K 0.08% 119
2024
Q4
$246K Buy
+2,996
New +$246K 0.08% 119