Legacy Capital Wealth Partners’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-84,477	Closed	-$6.22M	–	359
2024 Q1	$6.22M	Buy	+84,477	New	+$6.22M	4.42%	2