Delta Capital Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$210K Sell
2023
Q3
$205K Hold
2023
Q2
$222K Sell
2023
Q1
$241K Buy
2022
Q4
$207K Buy