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Orion Investment Company’s Southern Company SO Stock Holding History

Orion Investment Company’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$552K Hold
6,011
– – 0.2% 50
2025
Q1 		$553K Hold
6,011
– – 0.23% 50
2024
Q4 		$495K Hold
6,011
– – 0.2% 46
2024
Q3 		$542K Sell
6,011
-424
-7% -$38.2K 0.21% 46
2024
Q2 		$499K Buy
+6,435
New +$499K 0.2% 45