Insight Wealth Strategies’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,844	Closed	-$239K	–	229
2021 Q1	$239K	Sell	3,844 -274	-7%	-$17K	0.03%	202
2020 Q4	$253K	Sell	4,118 -683	-14%	-$42K	0.04%	191
2020 Q3	$260K	Buy	+4,801	New	+$260K	0.05%	159