Heritage Financial Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,441	Closed	-$102K	–	407
2022 Q2	$102K	Buy	+1,441	New	+$102K	0.06%	113