Great Diamond Partners’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	$264K	Buy	+2,874	New	+$264K	0.06%	196
2020 Q1	–	Sell	-1,300	Closed	-$82K	–	526
2019 Q4	$82K	Buy	+1,300	New	+$82K	0.03%	244