Crowley Wealth Management’s Southern Company SO Stock Holding History

Crowley Wealth Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$216K	Hold
2025 Q2	$209K	Hold
2025 Q1	$210K	Sell
2024 Q4	$204K	Buy