Alera Investment Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$260K	Buy	2,878 +75	+3%	+$6.76K	0.03%	229
2024 Q2	$217K	Buy	+2,803	New	+$217K	0.03%	247
2019 Q2	–	Sell	-1,368	Closed	-$71K	–	857
2019 Q1	$71K	Buy	+1,368	New	+$71K	0.03%	129