EWM
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Evergreen Wealth Management’s Southern Company SO Stock Holding History

Evergreen Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,616
Closed -$599K – 54
2023
Q1 		$599K Buy
8,616
+28
+0.3% +$1.95K 0.53% 47
2022
Q4 		$613K Buy
+8,588
New +$613K 0.56% 48