Wealthstreet Investment Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,951	Closed	-$118K	–	90
2021 Q2	$118K	Sell	1,951 -5,371	-73%	-$343K	0.61%	41
2021 Q1	$456K	Hold	7,322	–	–	0.04%	256
2020 Q4	$450K	Sell	7,322 -821	-10%	-$49.4K	0.05%	250
2020 Q3	$442K	Sell	8,143 -233	-3%	-$12.5K	0.05%	235
2020 Q2	$434K	Sell	8,376 -986	-11%	-$54.8K	0.05%	230
2020 Q1	$507K	Buy	9,362 +1,139	+14%	+$72.2K	0.07%	185
2019 Q4	$524K	Hold	8,223	–	–	0.06%	230
2019 Q3	$501K	Buy	8,223 +1,052	+15%	+$61K	0.06%	223
2019 Q2	$396K	Buy	7,171 +468	+7%	+$25.1K	0.05%	250
2019 Q1	$346K	Buy	6,703 +1,803	+37%	+$88.4K	0.05%	266
2018 Q4	$232K	Sell	4,900 -1,900	-28%	-$86.4K	0.03%	300
2018 Q3	$296K	Hold	6,800	–	–	0.04%	290
2018 Q2	$315K	Sell	6,800 -100	-1%	-$4.48K	0.04%	281
2018 Q1	$309K	Buy	6,900 +1,296	+23%	+$57.5K	0.04%	280
2017 Q4	$269K	Buy	+5,604	New	+$286K	0.03%	290