55I LLC’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$863K Buy
12,690
+9,049
+249% +$615K 0.02% 286
2022
Q2
$260K Buy
3,641
+421
+13% +$30.1K 0.01% 472
2022
Q1
$234K Sell
3,220
-293
-8% -$21.3K 0.01% 475
2021
Q4
$241K Buy
+3,513
New +$241K 0.01% 457