Montrusco Bolton Investments’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,880	Closed	-$208K	–	87
2016 Q2	$208K	Buy	3,880 +20	+0.5%	+$1.07K	0.01%	81
2016 Q1	$200K	Buy	+3,860	New	+$200K	0.02%	83