Cresset Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $5.07M | Buy |
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|
2024
Q1 | $4.35M | Buy |
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|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $909K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $43K | Buy |
|