Vista 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	$248K	Hold	2,698	–	–	0.07%	140
2025 Q1	$248K	Hold	2,698	–	–	0.08%	141
2024 Q4	$222K	Sell	2,698 -2	-0.1%	-$165	0.07%	143
2024 Q3	$243K	Hold	2,700	–	–	0.08%	137
2024 Q2	$209K	Buy	+2,700	New	+$209K	0.07%	142