Harvest Portfolios 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	-58,858	Closed	-$4.1M	–	226
2023 Q1	$4.1M	Buy	58,858 +4,259	+8%	+$296K	0.2%	74
2022 Q4	$3.9M	Buy	+54,599	New	+$3.9M	0.22%	68