Golden State Equity Partners’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 | $730K | Buy |
7,953
+62
| +0.8% | +$5.69K | 0.14% | 183 |
|
|
2025
Q1 | $726K | Sell |
7,891
-3,648
| -32% | -$335K | 0.14% | 177 |
|
|
2024
Q4 | $950K | Buy |
11,539
+7,588
| +192% | +$625K | 0.18% | 137 |
|
|
2024
Q3 | $356K | Sell |
3,951
-8,802
| -69% | -$794K | 0.19% | 132 |
|
|
2024
Q2 | $989K | Buy |
+12,753
| New | +$989K | 0.21% | 121 |
|
|
2023
Q4 | $857K | Sell |
12,217
-835
| -6% | -$58.5K | 0.21% | 117 |
|
|
2023
Q3 | $845K | Buy |
13,052
+268
| +2% | +$17.3K | 0.24% | 106 |
|
|
2023
Q2 | $898K | Buy |
12,784
+8,282
| +184% | +$582K | 0.25% | 99 |
|
|
2023
Q1 | $313K | Buy |
+4,502
| New | +$313K | 0.17% | 143 |
|
|
2022
Q1 | $330K | Sell |
4,552
-77
| -2% | -$5.58K | 0.17% | 143 |
|
|
2021
Q4 | $317K | Sell |
4,629
-922
| -17% | -$63.1K | 0.16% | 119 |
|
|
2021
Q3 | $344K | Buy |
+5,551
| New | +$344K | 0.14% | 146 |
|