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Cromwell Holdings’s Southern Company SO Stock Holding History

Cromwell Holdings’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Buy
3,586
+127
+4% +$11.7K 0.2% 101
2025
Q1 		$318K Buy
3,459
+340
+11% +$31.3K 0.2% 100
2024
Q4 		$257K Hold
3,119
– – 0.15% 120
2024
Q3 		$281K Hold
3,119
– – 0.18% 113
2024
Q2 		$242K Buy
+3,119
New +$242K 0.14% 128