Catalina Capital Group’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,242	Closed	-$349K	–	335
2024 Q4	$349K	Buy	4,242 +475	+13%	+$39.1K	0.11%	180
2024 Q3	$340K	Buy	3,767 +464	+14%	+$41.8K	0.11%	184
2024 Q2	$256K	Buy	+3,303	New	+$256K	0.1%	211