Graybill 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
2025 Q2	–	Sell	-190	Closed	-$17.5K	–	159
2025 Q1	$17.5K	Buy	+190	New	+$17.5K	0.01%	125
2022 Q3	–	Sell	-4,900	Closed	-$349K	–	50
2022 Q2	$349K	Sell	4,900 -2,244	-31%	-$160K	0.19%	46
2022 Q1	$518K	Buy	+7,144	New	+$518K	0.25%	43