Creekmur Asset Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
185
+158
+585% +$14.5K ﹤0.01% 457
2025
Q1
$2.49K Sell
27
-31
-53% -$2.85K ﹤0.01% 587
2024
Q4
$4.76K Hold
58
﹤0.01% 500
2024
Q3
$5.22K Sell
58
-39
-40% -$3.51K ﹤0.01% 525
2024
Q2
$7.5K Buy
97
+31
+47% +$2.4K ﹤0.01% 536
2024
Q1
$4.76K Sell
66
-1,056
-94% -$76.2K ﹤0.01% 565
2023
Q4
$78.7K Buy
+1,122
New +$78.7K 0.02% 235