WealthPlan Investment Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,253	Closed	-$286K	–	551
2022 Q4	$286K	Buy	4,253 +1,000	+31%	+$67.1K	0.02%	323
2022 Q3	$223K	Buy	+3,253	New	+$223K	0.02%	337
2022 Q1	$240K	Buy	+3,264	New	+$240K	0.02%	351