Portman Square Capital’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	–	–	180
2023 Q4	–	Sell	-28,767	Closed	-$1.86M	–	183
2023 Q3	$1.86M	Buy	28,767 +2,475	+9%	+$160K	0.05%	62
2023 Q2	$1.85M	Buy	26,292 +4,490	+21%	+$315K	0.05%	38
2023 Q1	$1.52M	Buy	+21,802	New	+$1.52M	0.07%	41