TI
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Truepoint Inc’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,133
Closed -$56K 107
2017
Q3
$56K Sell
1,133
-3,467
-75% -$171K 0.01% 100
2017
Q2
$229K Buy
+4,600
New +$229K 0.02% 94