Crewe Advisors’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 | $1.75K | Buy |
19
+7
| +58% | +$643 | ﹤0.01% | 589 |
|
|
2025
Q1 | $1.1K | Buy |
12
+7
| +140% | +$644 | ﹤0.01% | 584 |
|
|
2024
Q4 | $412 | Sell |
5
-6
| -55% | -$494 | ﹤0.01% | 579 |
|
|
2024
Q3 | $992 | Buy |
+11
| New | +$992 | ﹤0.01% | 642 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$8.7K | – | 992 |
|
|
2023
Q1 | $8.7K | Sell |
125
-210
| -63% | -$14.6K | ﹤0.01% | 575 |
|
|
2022
Q4 | $23.9K | Sell |
335
-283
| -46% | -$20.2K | ﹤0.01% | 387 |
|
|
2022
Q3 | $42K | Buy |
618
+134
| +28% | +$9.11K | 0.01% | 335 |
|
|
2022
Q2 | $35K | Buy |
484
+234
| +94% | +$16.9K | 0.01% | 340 |
|
|
2022
Q1 | $18K | Buy |
+250
| New | +$18K | ﹤0.01% | 305 |
|
|
2021
Q1 | – | Sell |
-42
| Closed | -$3K | – | 482 |
|
|
2020
Q4 | $3K | Sell |
42
-200
| -83% | -$14.3K | ﹤0.01% | 386 |
|
|
2020
Q3 | $13K | Buy |
+242
| New | +$13K | 0.01% | 223 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$31K | – | 269 |
|
|
2018
Q4 | $31K | Hold |
700
| – | – | 0.01% | 139 |
|
|
2018
Q3 | $31K | Hold |
700
| – | – | 0.03% | 148 |
|
|
2018
Q2 | $32K | Hold |
700
| – | – | 0.03% | 153 |
|
|
2018
Q1 | $31K | Hold |
700
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $34K | Buy |
+700
| New | +$34K | 0.03% | 152 |
|