CWM
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Crowley Wealth Management’s Southern Company SO Stock Holding History

Crowley Wealth Management’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 		$209K Hold
2,280
– – 0.19% 69
2025
Q1 		$210K Sell
2,280
-200
-8% -$18.4K 0.2% 68
2024
Q4 		$204K Buy
+2,480
New +$204K 0.18% 70