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Transform Wealth’s Southern Company SO Stock Holding History

Transform Wealth’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,605
Closed -$464K – 272
2023
Q2 		$464K Buy
6,605
+5
+0.1% +$351 0.04% 179
2023
Q1 		$459K Buy
6,600
+3,300
+100% +$230K 0.04% 175
2022
Q4 		$236K Buy
+3,300
New +$236K 0.03% 206