Monterey Private Wealth’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,388	Closed	-$238K	–	72
2020 Q1	$238K	Sell	4,388 -60	-1%	-$3.25K	0.2%	54
2019 Q4	$283K	Buy	+4,448	New	+$283K	0.23%	57