Lifestyle Asset Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,151	Closed	-$221K	–	115
2023 Q4	$221K	Sell	3,151 -199	-6%	-$14K	0.12%	81
2023 Q3	$217K	Buy	+3,350	New	+$217K	0.13%	73