NorthStar Asset Management (New Jersey)’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	2,808 +60	+2%	+$5.51K	0.14%	80
2025 Q1	$253K	Buy	+2,748	New	+$253K	0.16%	73
2024 Q4	–	Sell	-2,231	Closed	-$201K	–	86
2024 Q3	$201K	Sell	2,231 -462	-17%	-$41.7K	0.13%	80
2024 Q2	$209K	Buy	+2,693	New	+$209K	0.14%	77