Herold Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-800	Closed	-$58K	–	593
2022 Q1	$58K	Buy	+800	New	+$58K	0.02%	358
2021 Q4	–	Sell	-1,100	Closed	-$68K	–	572
2021 Q3	$68K	Buy	+1,100	New	+$68K	0.03%	333