Catalyst Financial Partners’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Buy	3,743 +501	+15%	+$46K	0.04%	215
2025 Q1	$298K	Sell	3,242 -71	-2%	-$6.53K	0.05%	219
2024 Q4	$273K	Sell	3,313 -123	-4%	-$10.1K	0.05%	221
2024 Q3	$310K	Buy	3,436 +657	+24%	+$59.2K	0.06%	196
2024 Q2	$216K	Buy	+2,779	New	+$216K	0.05%	229