Crestwood Advisors Group’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 | $387K | Buy |
4,209
+755
| +22% | +$69.3K | 0.01% | 387 |
|
|
2025
Q1 | $318K | Buy |
3,454
+798
| +30% | +$73.4K | 0.01% | 412 |
|
|
2024
Q4 | $219K | Sell |
2,656
-30
| -1% | -$2.47K | ﹤0.01% | 433 |
|
|
2024
Q3 | $242K | Buy |
+2,686
| New | +$242K | ﹤0.01% | 398 |
|
|
2017
Q2 | – | Sell |
-642
| Closed | -$32K | – | 386 |
|
|
2017
Q1 | $32K | Buy |
+642
| New | +$32K | ﹤0.01% | 316 |
|