Weatherly Asset Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-11,866	Closed	-$636K	–	172
2016 Q2	$636K	Hold	11,866	–	–	0.21%	105
2016 Q1	$613K	Hold	11,866	–	–	0.21%	98
2015 Q4	$555K	Buy	+11,866	New	+$555K	0.2%	100