Genesis Private Wealth’s Southern Company SO Stock Holding History

Genesis Private Wealth’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$305K	Sell
2025 Q2	$321K	Sell
2025 Q1	$355K	Buy
2024 Q4	$313K	Buy