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Pegasus Asset Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-15,687
Closed -$701K 70
2018
Q1
$701K Sell
15,687
-568
-3% -$25.4K 0.67% 51
2017
Q4
$782K Buy
+16,255
New +$782K 0.78% 49