TAM
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Townsend Asset Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,100
Closed -$279K 208
2022
Q3
$279K Buy
4,100
+26
+0.6% +$1.77K 0.16% 104
2022
Q2
$291K Buy
+4,074
New +$291K 0.15% 111