BHPW
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Beverly Hills Private Wealth’s Southern Company SO Stock Holding History

Beverly Hills Private Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,468
Closed -$235K – 319
2023
Q2 		$235K Buy
+3,468
New +$235K 0.04% 297