GA
GoalVest Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
15,613
+198
| +1% | +$18.2K | 0.36% | 55 |
|
|
2025
Q1 | $1.42M | Buy |
15,415
+2,361
| +18% | +$217K | 0.39% | 56 |
|
|
2024
Q4 | $1.07M | Sell |
13,054
-122
| -0.9% | -$10K | 0.29% | 58 |
|
|
2024
Q3 | $1.19M | Buy |
13,176
+366
| +3% | +$33K | 0.34% | 54 |
|
|
2024
Q2 | $994K | Sell |
12,810
-1,002
| -7% | -$77.7K | 0.32% | 58 |
|
|
2024
Q1 | $991K | Buy |
13,812
+1,299
| +10% | +$93.2K | 0.33% | 56 |
|
|
2023
Q4 | $877K | Buy |
12,513
+1,379
| +12% | +$96.7K | 0.39% | 46 |
|
|
2023
Q3 | $721K | Buy |
11,134
+494
| +5% | +$32K | 0.36% | 53 |
|
|
2023
Q2 | $747K | Sell |
10,640
-5,429
| -34% | -$381K | 0.39% | 55 |
|
|
2023
Q1 | $1.12M | Buy |
16,069
+1,674
| +12% | +$116K | 0.66% | 41 |
|
|
2022
Q4 | $1.03M | Buy |
14,395
+1,479
| +11% | +$106K | 0.66% | 42 |
|
|
2022
Q3 | $878K | Buy |
12,916
+1,204
| +10% | +$81.8K | 0.62% | 46 |
|
|
2022
Q2 | $829K | Buy |
11,712
+2,263
| +24% | +$160K | 0.53% | 60 |
|
|
2022
Q1 | $685K | Buy |
+9,449
| New | +$685K | 0.39% | 74 |
|
|
2021
Q2 | $533K | Sell |
8,805
-2,201
| -20% | -$133K | 0.33% | 83 |
|
|
2021
Q1 | $684K | Sell |
11,006
-7,194
| -40% | -$447K | 0.51% | 65 |
|
|
2020
Q4 | $1.12M | Buy |
+18,200
| New | +$1.12M | 0.94% | 29 |
|