Rappaport Reiches Capital Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$282K	Buy	3,068 +221	+8%	+$20.3K	0.07%	94
2024 Q4	$234K	Buy	2,847 +3	+0.1%	+$247	0.06%	93
2024 Q3	$256K	Buy	+2,844	New	+$256K	0.07%	90
2024 Q1	–	Sell	-4,017	Closed	-$282K	–	104
2023 Q4	$282K	Buy	+4,017	New	+$282K	0.1%	65