GeoWealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
4,462
+244
| +6% | +$22.4K | 0.02% | 452 |
|
|
2025
Q1 | $388K | Sell |
4,218
-2,066
| -33% | -$190K | 0.02% | 483 |
|
|
2024
Q4 | $517K | Sell |
6,284
-1,479
| -19% | -$122K | 0.02% | 457 |
|
|
2024
Q3 | $700K | Sell |
7,763
-303
| -4% | -$27.3K | 0.02% | 393 |
|
|
2024
Q2 | $626K | Buy |
8,066
+1,709
| +27% | +$133K | 0.03% | 373 |
|
|
2024
Q1 | $456K | Buy |
6,357
+541
| +9% | +$38.8K | 0.02% | 463 |
|
|
2023
Q4 | $408K | Sell |
5,816
-12,370
| -68% | -$868K | 0.03% | 365 |
|
|
2023
Q3 | $1.18M | Buy |
18,186
+18,112
| +24,476% | +$1.17M | 0.13% | 133 |
|
|
2023
Q2 | $5K | Hold |
74
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 353 |
|