SWMP

Signature Wealth Management Partners’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,040	Closed	-$217K	–	109
2022 Q2	$217K	Buy	3,040 +26	+0.9%	+$1.86K	0.22%	93
2022 Q1	$219K	Buy	3,014 +28	+0.9%	+$2.04K	0.19%	103
2021 Q4	$205K	Buy	+2,986	New	+$205K	0.17%	100