LFA
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Level Financial Advisors’s Southern Company SO Stock Holding History

Level Financial Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-101
Closed -$7K – 293
2022
Q3 		$7K Hold
101
– – 0.01% 183
2022
Q2 		$7K Hold
101
– – 0.01% 199
2022
Q1 		$7K Hold
101
– – 0.01% 173
2021
Q4 		$7K Buy
+101
New +$7K 0.01% 195