Swaine & Leidel Wealth Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,578	Closed	-$228K	–	64
2019 Q4	$228K	Buy	3,578 +149	+4%	+$9.5K	0.19%	55
2019 Q3	$212K	Buy	+3,429	New	+$212K	0.19%	59
2019 Q2	–	Sell	-4,143	Closed	-$214K	–	67
2019 Q1	$214K	Buy	+4,143	New	+$214K	0.27%	46