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Altrius Capital Management’s Southern Company SO Stock Holding History

Altrius Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,546
Closed -$249K – 93
2023
Q4 		$249K Sell
3,546
-617
-15% -$43.3K 0.07% 89
2023
Q3 		$269K Buy
+4,163
New +$269K 0.08% 87