Capital Group Investment Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-29,046	Closed	-$2.08M	–	171
2024 Q1	$2.08M	Sell	29,046 -128,465	-82%	-$9.22M	0.37%	81
2023 Q4	$11M	Sell	157,511 -74,011	-32%	-$5.19M	1.16%	20
2023 Q3	$15M	Sell	231,522 -79,478	-26%	-$5.14M	0.98%	35
2023 Q2	$21.8M	Buy	+311,000	New	+$21.8M	1.09%	27