Golden State Equity Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $784K | Buy |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $989K | Buy |
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|
2023
Q4 | $857K | Sell |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $898K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $344K | Buy |
|