Vista Investment Partners II’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	$523K	Buy	5,701 +109	+2%	+$10K	0.25%	80
2025 Q1	$514K	Buy	5,592 +21	+0.4%	+$1.93K	0.28%	81
2024 Q4	$459K	Buy	+5,571	New	+$459K	0.27%	81