Meritage Portfolio Management’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	-32,363	Closed	-$2.2M	–	326
2022 Q3	$2.2M	Buy	+32,363	New	+$2.2M	0.18%	153