Connecticut 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
2021 Q2	–	Sell	-7,342	Closed	-$456K	–	221
2021 Q1	$456K	Sell	7,342 -8	-0.1%	-$497	0.04%	103
2020 Q4	$452K	Sell	7,350 -105	-1%	-$6.46K	0.05%	122
2020 Q3	$404K	Buy	+7,455	New	+$404K	0.04%	139