Atwood & Palmer’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-50	Closed	-$4K	–	439
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	407
2021 Q4	$3K	Sell	50 -400	-89%	-$24K	﹤0.01%	429
2021 Q3	$28K	Hold	450	–	–	﹤0.01%	276
2021 Q2	$27K	Hold	450	–	–	﹤0.01%	270
2021 Q1	$28K	Buy	450 +50	+13%	+$3.11K	﹤0.01%	261
2020 Q4	$25K	Hold	400	–	–	﹤0.01%	259
2020 Q3	$22K	Hold	400	–	–	﹤0.01%	226
2020 Q2	$21K	Hold	400	–	–	﹤0.01%	222
2020 Q1	$22K	Hold	400	–	–	﹤0.01%	216
2019 Q4	$25K	Hold	400	–	–	﹤0.01%	213
2019 Q3	$25K	Hold	400	–	–	﹤0.01%	220
2019 Q2	$22K	Hold	400	–	–	﹤0.01%	215
2019 Q1	$21K	Hold	400	–	–	﹤0.01%	216
2018 Q4	$18K	Hold	400	–	–	﹤0.01%	221
2018 Q3	$17K	Sell	400 -53	-12%	-$2.25K	﹤0.01%	242
2018 Q2	$21K	Buy	453 +53	+13%	+$2.46K	﹤0.01%	233
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	234
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	231
2017 Q3	$20K	Hold	400	–	–	﹤0.01%	228
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	236
2017 Q1	$20K	Hold	400	–	–	﹤0.01%	223
2016 Q4	$20K	Hold	400	–	–	﹤0.01%	228
2016 Q3	$21K	Hold	400	–	–	﹤0.01%	226
2016 Q2	$21K	Hold	400	–	–	﹤0.01%	225
2016 Q1	$21K	Sell	400 -100	-20%	-$5.25K	﹤0.01%	228
2015 Q4	$23K	Hold	500	–	–	﹤0.01%	263
2015 Q3	$22K	Hold	500	–	–	﹤0.01%	263
2015 Q2	$21K	Hold	500	–	–	﹤0.01%	243
2015 Q1	$22K	Sell	500 -300	-38%	-$13.2K	﹤0.01%	228
2014 Q4	$40K	Hold	800	–	–	0.01%	207
2014 Q3	$35K	Hold	800	–	–	0.01%	221
2014 Q2	$36K	Buy	+800	New	+$36K	0.01%	205