GWA
Geometric Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
8,027
+23
| +0.3% | +$2.11K | 0.11% | 32 |
|
|
2025
Q1 | $736K | Sell |
8,004
-17
| -0.2% | -$1.56K | 0.13% | 29 |
|
|
2024
Q4 | $660K | Buy |
8,021
+17
| +0.2% | +$1.4K | 0.12% | 34 |
|
|
2024
Q3 | $722K | Hold |
8,004
| – | – | 0.13% | 30 |
|
|
2024
Q2 | $621K | Buy |
+8,004
| New | +$621K | 0.13% | 30 |
|