Gen-Wealth Partners’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 | $172K | Sell |
1,875
-40
| -2% | -$3.67K | 0.07% | 237 |
|
|
2025
Q1 | $176K | Sell |
1,915
-271
| -12% | -$24.9K | 0.07% | 219 |
|
|
2024
Q4 | $180K | Sell |
2,186
-512
| -19% | -$42.1K | 0.08% | 220 |
|
|
2024
Q3 | $241K | Sell |
2,698
-15
| -0.6% | -$1.34K | 0.11% | 197 |
|
|
2024
Q2 | $210K | Sell |
2,713
-1,394
| -34% | -$108K | 0.1% | 197 |
|
|
2024
Q1 | $295K | Buy |
+4,107
| New | +$295K | 0.15% | 158 |
|