MinichMacGregor Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,286	Closed	-$91.8K	–	557
2022 Q4	$91.8K	Buy	+1,286	New	+$86K	0.03%	118
2020 Q2	–	Sell	-5,688	Closed	-$318K	–	102
2020 Q1	$318K	Buy	+5,688	New	+$360K	0.29%	69
2018 Q4	–	Sell	-786	Closed	-$33K	–	458
2018 Q3	$33K	Hold	786	–	–	0.02%	162
2018 Q2	$36K	Hold	786	–	–	0.03%	137
2018 Q1	$35K	Hold	786	–	–	0.03%	140
2017 Q4	$37K	Hold	786	–	–	0.03%	131
2017 Q3	$38K	Hold	786	–	–	0.03%	125
2017 Q2	$37K	Sell	786 -29	-4%	-$1.45K	0.03%	118
2017 Q1	$40K	Hold	815	–	–	0.04%	117
2016 Q4	$40K	Hold	815	–	–	0.04%	123
2016 Q3	$41K	Sell	815 -2	-0.2%	-$105	0.04%	129
2016 Q2	$43K	Hold	817	–	–	0.04%	117
2016 Q1	$42K	Buy	817 +31	+4%	+$1.51K	0.04%	118
2015 Q4	$34K	Buy	+786	New	+$35.6K	0.03%	132