Crew Capital Management’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 | $248K | Hold |
2,698
| – | – | 0.18% | 106 |
|
|
2025
Q1 | $248K | Hold |
2,698
| – | – | 0.2% | 125 |
|
|
2024
Q4 | $222K | Hold |
2,698
| – | – | 0.18% | 133 |
|
|
2024
Q3 | $243K | Sell |
2,698
-500
| -16% | -$45.1K | 0.19% | 120 |
|
|
2024
Q2 | $248K | Hold |
3,198
| – | – | 0.2% | 102 |
|
|
2024
Q1 | $229K | Buy |
+3,198
| New | +$229K | 0.19% | 106 |
|