Lake Street Advisors Group’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$557K	Buy	6,768 +190	+3%	+$15.6K	0.03%	311
2024 Q3	$593K	Buy	6,578 +91	+1%	+$8.21K	0.03%	295
2024 Q2	$503K	Buy	6,487 +394	+6%	+$30.6K	0.02%	317
2024 Q1	$437K	Buy	6,093 +335	+6%	+$24K	0.02%	365
2023 Q4	$404K	Buy	+5,758	New	+$404K	0.02%	368