Lake Point Wealth Management’s Southern Company SO Stock Holding History

Lake Point Wealth Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy
2020 Q1	–	Sell
2019 Q4	$7K	Buy
2019 Q2	$13K	Hold
2019 Q1	$13K	Sell
2018 Q4	$419K	Buy