Capital Performance Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-132
Closed -$11.9K 2307
2024
Q3
$11.9K Buy
+132
New +$11.9K ﹤0.01% 767