CSP
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Cary Street Partners’s Southern Company SO Stock Holding History

Cary Street Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.35M Sell
36,531
-28,954
-44% -$2.66M 0.09% 226
2025
Q1 		$6.02M Buy
65,485
+25,700
+65% +$2.36M 0.19% 126
2024
Q4 		$3.28M Buy
+39,785
New +$3.28M 0.11% 187