Robinson Smith Wealth Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,254	Closed	-$203K	–	83
2024 Q3	$203K	Sell	2,254 -473	-17%	-$42.7K	0.17%	80
2024 Q2	$212K	Buy	+2,727	New	+$212K	0.19%	83