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Rooted Wealth Advisors’s Southern Company SO Stock Holding History

Rooted Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,482
Closed -$250K – 97
2023
Q1 		$250K Hold
3,482
– – 0.19% 67
2022
Q4 		$249K Buy
+3,482
New +$249K 0.21% 58