NorthCrest Asset Manangement’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $820K | Sell |
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|
2025
Q3 | $980K | Buy |
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|
2025
Q2 | $833K | Buy |
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|
2025
Q1 | $772K | Buy |
|
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $438K | Buy |
|