Narwhal Capital Management’s Southern Company SO Stock Holding History

Narwhal Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$366K	Hold
2025 Q2	$354K	Hold
2025 Q1	$355K	Hold
2024 Q4	$318K	Hold
2024 Q3	$348K	Hold
2024 Q2	$299K	Buy
2014 Q2	–	Sell
2014 Q1	$239K	Sell
2013 Q4	$635K	Buy
2013 Q3	$410K	Buy