GWP
Gateway Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
5,061
+632
| +14% | +$58K | 0.09% | 208 |
|
|
2025
Q1 | $407K | Buy |
+4,429
| New | +$407K | 0.09% | 208 |
|
|
2023
Q4 | – | Sell |
-4,945
| Closed | -$320K | – | 270 |
|
|
2023
Q3 | $320K | Sell |
4,945
-516
| -9% | -$33.4K | 0.06% | 181 |
|
|
2023
Q2 | $384K | Sell |
5,461
-137
| -2% | -$9.62K | 0.07% | 153 |
|
|
2023
Q1 | $389K | Sell |
5,598
-496
| -8% | -$34.5K | 0.06% | 144 |
|
|
2022
Q4 | $435K | Buy |
+6,094
| New | +$435K | 0.07% | 119 |
|