GFPC
Global Financial Private Client’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-320
| Closed | -$29.4K | – | 1385 |
|
|
2025
Q1 | $29.4K | Buy |
320
+19
| +6% | +$1.75K | 0.01% | 394 |
|
|
2024
Q4 | $24.8K | Buy |
301
+7
| +2% | +$576 | 0.01% | 395 |
|
|
2024
Q3 | $26.5K | Buy |
+294
| New | +$26.5K | 0.01% | 391 |
|
|
2024
Q1 | – | Sell |
-233
| Closed | -$16.3K | – | 724 |
|
|
2023
Q4 | $16.3K | Hold |
233
| – | – | 0.01% | 405 |
|
|
2023
Q3 | $14.6K | Hold |
233
| – | – | 0.01% | 394 |
|
|
2023
Q2 | $16.4K | Hold |
233
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $16.1K | Hold |
233
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $16.6K | Hold |
233
| – | – | 0.01% | 369 |
|
|
2022
Q3 | $16.2K | Buy |
+233
| New | +$16.2K | 0.01% | 371 |
|
|
2020
Q3 | – | Sell |
-644
| Closed | -$34K | – | 511 |
|
|
2020
Q2 | $34K | Sell |
644
-77
| -11% | -$4.07K | 0.03% | 247 |
|
|
2020
Q1 | $36.2K | Sell |
721
-85
| -11% | -$4.26K | 0.04% | 244 |
|
|
2019
Q4 | $51.3K | Buy |
+806
| New | +$51.3K | 0.04% | 236 |
|