Tradewinds Capital Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-338	Closed	-$21K	–	814
2021 Q1	$21K	Hold	338	–	–	﹤0.01%	342
2020 Q4	$21K	Hold	338	–	–	﹤0.01%	319
2020 Q3	$18K	Hold	338	–	–	﹤0.01%	314
2020 Q2	$18K	Hold	338	–	–	﹤0.01%	309
2020 Q1	$18K	Hold	338	–	–	0.01%	277
2019 Q4	$22K	Hold	338	–	–	0.01%	284
2019 Q3	$21K	Hold	338	–	–	0.01%	270
2019 Q2	$19K	Hold	338	–	–	0.01%	284
2019 Q1	$17K	Hold	338	–	–	0.01%	306
2018 Q4	$15K	Hold	338	–	–	0.01%	320
2018 Q3	$15K	Hold	338	–	–	0.01%	360
2018 Q2	$16K	Hold	338	–	–	0.01%	349
2018 Q1	$15K	Sell	338 -300	-47%	-$13.3K	0.01%	352
2017 Q4	$31K	Hold	638	–	–	0.02%	259
2017 Q3	$31K	Hold	638	–	–	0.02%	252
2017 Q2	$31K	Buy	638 +300	+89%	+$14.6K	0.02%	246
2017 Q1	$17K	Hold	338	–	–	0.01%	322
2016 Q4	$17K	Hold	338	–	–	0.01%	313
2016 Q3	$17K	Hold	338	–	–	0.01%	321
2016 Q2	$18K	Hold	338	–	–	0.01%	310
2016 Q1	$17K	Hold	338	–	–	0.01%	335
2015 Q4	$16K	Hold	338	–	–	0.01%	332
2015 Q3	$15K	Hold	338	–	–	0.01%	318
2015 Q2	$14K	Buy	+338	New	+$14K	0.01%	362