Kathmere Capital Management’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
$237K Buy
2,579
+361
+16% +$33.2K 0.02% 412
2025
Q1
$204K Buy
+2,218
New +$204K 0.02% 412
2020
Q4
Sell
-875
Closed -$47K 445
2020
Q3
$47K Buy
+875
New +$47K 0.01% 228