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Everstar Asset Management’s Southern Company SO Stock Holding History

Everstar Asset Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$980K Sell
10,667
-129
-1% -$11.8K 0.6% 40
2025
Q1 		$993K Buy
10,796
+212
+2% +$19.5K 0.66% 37
2024
Q4 		$871K Buy
+10,584
New +$871K 0.62% 42