Crestwood Advisors Group’s Southern Company SO Stock Holding History

Crestwood Advisors Group’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$445K	Buy
2025 Q2	$387K	Buy
2025 Q1	$318K	Buy
2024 Q4	$219K	Sell
2024 Q3	$242K	Buy
2017 Q2	–	Sell
2017 Q1	$32K	Buy