MD Financial Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.73M Buy
39,807
+3,910
+11% +$268K 0.07% 132
2021
Q3
$2.23M Buy
35,897
+2,537
+8% +$157K 0.06% 159
2021
Q2
$2.02M Buy
+33,360
New +$2.02M 0.06% 186