Kelman-Lazarov Inc’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-512	Closed	-$25.2K	–	227
2016 Q4	$25.2K	Sell	512 -400	-44%	-$19.7K	0.01%	206
2016 Q3	$45.5K	Hold	912	–	–	0.03%	187
2016 Q2	$49.1K	Hold	912	–	–	0.03%	171
2016 Q1	$47K	Buy	+912	New	+$47K	0.03%	189