Altium Wealth Management’s Southern Company SO Stock Holding History

Altium Wealth Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.29M	Buy
2022 Q1	$1.08M	Buy
2021 Q4	$883K	Buy
2021 Q3	$753K	Sell
2021 Q2	$751K	Buy
2021 Q1	$737K	Buy
2020 Q4	$613K	Buy
2020 Q3	$388K	Sell
2020 Q2	$437K	Sell
2020 Q1	$497K	Buy