Endurance 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
2023 Q2	$38K	Hold	534	–	–	0.01%	368
2023 Q1	$37K	Hold	534	–	–	0.01%	379
2022 Q4	$38K	Hold	534	–	–	0.01%	360
2022 Q3	$36K	Hold	534	–	–	0.01%	360
2022 Q2	$38K	Hold	534	–	–	0.01%	359
2022 Q1	$39K	Hold	534	–	–	0.01%	381
2021 Q4	$37K	Hold	534	–	–	﹤0.01%	383
2021 Q3	$33K	Hold	534	–	–	﹤0.01%	395
2021 Q2	$32K	Hold	534	–	–	﹤0.01%	401
2021 Q1	$33K	Hold	534	–	–	﹤0.01%	397
2020 Q4	$33K	Hold	534	–	–	﹤0.01%	367
2020 Q3	$29K	Hold	534	–	–	﹤0.01%	358
2020 Q2	$28K	Hold	534	–	–	﹤0.01%	367
2020 Q1	$29K	Hold	534	–	–	0.01%	334
2019 Q4	$34K	Hold	534	–	–	0.01%	314
2019 Q3	$33K	Hold	534	–	–	0.01%	312
2019 Q2	$30K	Hold	534	–	–	﹤0.01%	305
2019 Q1	$28K	Hold	534	–	–	﹤0.01%	306
2018 Q4	$23K	Hold	534	–	–	﹤0.01%	308
2018 Q3	$23K	Hold	534	–	–	﹤0.01%	333
2018 Q2	$25K	Hold	534	–	–	﹤0.01%	329
2018 Q1	$24K	Hold	534	–	–	﹤0.01%	343
2017 Q4	$26K	Hold	534	–	–	﹤0.01%	323
2017 Q3	$26K	Hold	534	–	–	﹤0.01%	320
2017 Q2	$26K	Sell	534 -500	-48%	-$24.3K	﹤0.01%	332
2017 Q1	$51K	Buy	1,034 +500	+94%	+$24.7K	0.01%	272
2016 Q4	$26K	Hold	534	–	–	﹤0.01%	320
2016 Q3	$27K	Hold	534	–	–	﹤0.01%	316
2016 Q2	$29K	Hold	534	–	–	0.01%	304
2016 Q1	$28	Hold	534	–	–	﹤0.01%	311
2015 Q4	$25K	Hold	534	–	–	﹤0.01%	322
2015 Q3	$24K	Sell	534 -800	-60%	-$36K	﹤0.01%	327
2015 Q2	$56K	Buy	+1,334	New	+$56K	0.01%	256