Sonata Capital Group’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	$214K	Hold	2,325	–	–	0.09%	116
2025 Q1	$214K	Buy	+2,325	New	+$214K	0.09%	108
2024 Q4	–	Sell	-2,325	Closed	-$210K	–	111
2024 Q3	$210K	Buy	+2,325	New	+$210K	0.09%	111