Cape Investment Advisory’s Southern Company SO Stock Holding History

Cape Investment Advisory’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Buy
2025 Q1	$2.16M	Buy
2024 Q4	$1.89M	Buy
2024 Q3	$1.96M	Buy
2024 Q2	$1.66M	Buy
2024 Q1	$1.12M	Buy
2023 Q4	$986K	Sell
2023 Q3	$945K	Buy
2023 Q2	$718K	Buy
2023 Q1	$663K	Buy