GeoWealth Management’s Southern Company SO Stock Holding History

GeoWealth Management’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 Q3	$444K	Buy
2025 Q2	$410K	Buy
2025 Q1	$388K	Sell
2024 Q4	$517K	Sell
2024 Q3	$700K	Sell
2024 Q2	$626K	Buy
2024 Q1	$456K	Buy
2023 Q4	$408K	Sell
2023 Q3	$1.18M	Buy
2023 Q2	$5K	Hold
2023 Q1	$5K	Buy