Adell Harriman & Carpenter’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,918	Closed	-$203K	–	168
2023 Q1	$203K	Buy	+2,918	New	+$203K	0.02%	167
2017 Q1	–	Sell	-4,166	Closed	-$205K	–	143
2016 Q4	$205K	Buy	+4,166	New	+$205K	0.05%	132