Catalyst Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Catalyst Wealth Management's SO Position: Q1 2023 in Review
Catalyst Wealth Management increased its Southern Company (SO) stake by 34% in Q1 2023, buying an estimated $183K and bringing the position to 10,754 shares worth $748K. The position accounts for 0.7% of the portfolio, ranked #59.
Catalyst Wealth Management first reported a position in SO in Q4 2022 and has held it in 2 quarters since. 1,702 funds tracked by Wall St. Rank hold SO as of Q1 2023.
- Catalyst Wealth Management held 10,754 shares of Southern Company worth $748K as of Q1 2023.
- Catalyst Wealth Management bought 2,715 Southern Company shares in Q1 2023, an estimated $183K.
- Southern Company made up 0.7% of Catalyst Wealth Management's portfolio in Q1 2023, its #59 holding.
- Catalyst Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 2 quarters since.
- 1,702 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.