Northcape Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,997	Closed	-$211K	–	151
2023 Q2	$211K	Sell	2,997 -142	-5%	-$9.98K	0.08%	143
2023 Q1	$218K	Buy	+3,139	New	+$218K	0.08%	140