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
Q3
$980K Buy
2025
Q2
$833K Buy
2025
Q1
$772K Buy
2024
Q4
$555K Buy
2024
Q3
$552K Buy
2024
Q2
$435K Buy
2024
Q1
$375K Buy
2023
Q4
$365K Sell
2023
Q3
$456K Buy
2023
Q2
$451K Buy
2023
Q1
$438K Buy