McElhenny Sheffield Capital Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,043	Closed	-$74.5K	–	537
2022 Q4	$74.5K	Buy	+1,043	New	+$74.5K	0.03%	147