Wealthquest’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,865	Closed	-$222K	–	139
2024 Q2	$222K	Hold	2,865	–	–	0.02%	119
2024 Q1	$206K	Sell	2,865 -169	-6%	-$12.1K	0.02%	128
2023 Q4	$213K	Buy	+3,034	New	+$213K	0.02%	127