Asset Management Resources’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$223K	Buy	+3,185	New	+$223K	0.13%	51
2023 Q2	–	Sell	-5,069	Closed	-$353K	–	62
2023 Q1	$353K	Buy	+5,069	New	+$353K	0.22%	37