Mount Yale Investment Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.1K	Buy	+611	New	+$56.1K	﹤0.01%	788
2018 Q3	–	Sell	-5,903	Closed	-$273K	–	994
2018 Q2	$273K	Buy	5,903 +219	+4%	+$10.1K	0.05%	266
2018 Q1	$254K	Buy	+5,684	New	+$254K	0.05%	264