Strategic Wealth Investment Group’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,970	Closed	-$560K	–	109
2023 Q2	$560K	Buy	+7,970	New	+$560K	0.09%	87