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 |
|