Castle Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,341	Closed	-$91K	–	555
2022 Q3	$91K	Buy	1,341 +11	+0.8%	+$746	0.06%	153
2022 Q2	$95K	Buy	+1,330	New	+$95K	0.06%	149