Optas LLC’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	$241K	Buy	+2,623	New	+$241K	0.05%	271
2020 Q2	–	Sell	-5,259	Closed	-$285K	–	146
2020 Q1	$285K	Sell	5,259 -449	-8%	-$24.3K	0.14%	96
2019 Q4	$363K	Buy	+5,708	New	+$363K	0.14%	100