Bowling Portfolio Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-17,611	Closed	-$913K	–	473
2020 Q2	$913K	Sell	17,611 -935	-5%	-$48.5K	0.2%	130
2020 Q1	$1M	Buy	+18,546	New	+$1M	0.25%	112