Oxler 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
2021 Q3	–	Sell	-10,000	Closed	-$605K	–	135
2021 Q2	$605K	Hold	10,000	–	–	0.26%	91
2021 Q1	$621K	Hold	10,000	–	–	0.31%	81
2020 Q4	$614K	Buy	+10,000	New	+$614K	0.35%	67