Appleton Group’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$253K	Buy	+3,904	New	+$253K	0.88%	24
2023 Q2	–	Sell	-4,117	Closed	-$286K	–	46
2023 Q1	$286K	Buy	+4,117	New	+$286K	0.56%	25