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Litman Gregory Wealth Management’s Southern Company SO Stock Holding History

Litman Gregory Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,001
Closed -$209K – 107
2023
Q1 		$209K Buy
+3,001
New +$209K 0.08% 40