Garrett Wealth Advisory Group’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	–	Sell	-2,907	Closed	-$202K	–	56
2023 Q1	$202K	Buy	+2,907	New	+$202K	0.1%	46
2019 Q4	–	Sell	-2,568	Closed	-$159K	–	546
2019 Q3	$159K	Buy	+2,568	New	+$159K	0.11%	59