Geometric Wealth Advisors’s Southern Company SO Stock Holding History

Geometric Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$737K	Buy
2025 Q1	$736K	Sell
2024 Q4	$660K	Buy
2024 Q3	$722K	Hold
2024 Q2	$621K	Buy