Asset Dedication LLC’s The Southern Company SOLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-75
Closed -$4K 1049
2022
Q1
$4K Hold
75
﹤0.01% 805
2021
Q4
$4K Hold
75
﹤0.01% 792
2021
Q3
$4K Hold
75
﹤0.01% 849
2021
Q2
$4K Buy
+75
New +$4K ﹤0.01% 750