Meristem Family Wealth’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$433K Sell
5,967
-71
-1% -$5.15K 0.05% 206
2021
Q4
$414K Sell
6,038
-12
-0.2% -$823 0.04% 250
2021
Q3
$375K Buy
6,050
+150
+3% +$9.3K 0.04% 268
2021
Q2
$357K Buy
+5,900
New +$357K 0.06% 223