CLA (CliftonLarsonAllen) Wealth Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,132	Closed	-$380K	–	277
2021 Q3	$380K	Buy	6,132 +194	+3%	+$12K	0.01%	253
2021 Q2	$359K	Buy	+5,938	New	+$359K	0.01%	260