Geometric Wealth Advisors’s Southern Company SO Stock Holding History

Geometric Wealth Advisors’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
2026 Q1	$790K	Buy
2025 Q4	$700K	Hold
2025 Q3	$761K	Hold
2025 Q2	$737K	Buy
2025 Q1	$736K	Sell
2024 Q4	$660K	Buy
2024 Q3	$722K	Hold
2024 Q2	$621K	Buy