Peachtree Investment Partners’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
Sell
-2,202
Closed -$203K 131
2025
Q1
$203K Buy
+2,202
New +$203K 0.08% 90
2022
Q4
Sell
-5,270
Closed -$358K 102
2022
Q3
$358K Buy
5,270
+1,350
+34% +$91.7K 0.24% 48
2022
Q2
$280K Buy
+3,920
New +$280K 0.17% 62