Lockerman Financial Group’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,086	Closed	-$278K	–	79
2022 Q3	$278K	Sell	4,086 -644	-14%	-$43.8K	0.8%	37
2022 Q2	$337K	Buy	4,730 +298	+7%	+$21.2K	1.08%	27
2022 Q1	$321K	Sell	4,432 -41	-0.9%	-$2.97K	0.87%	29
2021 Q4	$307K	Buy	+4,473	New	+$307K	0.8%	35