CFM
Catalyst Funds Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,400
| Closed | -$221K | – | 678 |
|
|
2025
Q1 | $221K | Buy |
+2,400
| New | +$221K | 0.06% | 328 |
|
|
2024
Q4 | – | Sell |
-4,200
| Closed | -$379K | – | 1138 |
|
|
2024
Q3 | $379K | Buy |
4,200
+2,300
| +121% | +$207K | 0.08% | 163 |
|
|
2024
Q2 | $147K | Sell |
1,900
-1,000
| -34% | -$77.6K | 0.04% | 234 |
|
|
2024
Q1 | $208K | Buy |
+2,900
| New | +$208K | 0.06% | 250 |
|