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Genesis Private Wealth’s Southern Company SO Stock Holding History

Genesis Private Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Sell
3,498
-362
-9% -$33.2K 0.15% 82
2025
Q1 		$355K Buy
3,860
+64
+2% +$5.88K 0.19% 66
2024
Q4 		$313K Buy
+3,796
New +$313K 0.17% 74