PWM
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Prentice Wealth Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,308
Closed -$81K 270
2021
Q3
$81K Hold
1,308
0.04% 152
2021
Q2
$79K Hold
1,308
0.04% 156
2021
Q1
$81K Buy
+1,308
New +$81K 0.05% 142