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BKS Advisors’s Southern Company SO Stock Holding History

BKS Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		$239K Sell
4,631
-3,500
-43% -$181K 0.1% 183
2018
Q4 		$357K Buy
+8,131
New +$357K 0.16% 136