Significant Wealth Partners’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	-5,467	Closed	-$493K	–	119
2024 Q3	$493K	Buy	5,467 +411	+8%	+$37.1K	0.26%	27
2024 Q2	$392K	Sell	5,056 -3,924	-44%	-$304K	0.22%	28
2024 Q1	$644K	Buy	8,980 +5,671	+171%	+$407K	0.42%	65
2023 Q4	$232K	Buy	+3,309	New	+$232K	0.17%	136