CPWM
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Cypress Point Wealth Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-7
Closed 132
2021
Q3
$0 Sell
7
-343
-98% ﹤0.01% 214
2021
Q2
$21K Buy
+350
New +$21K 0.01% 101