Golden State Wealth Management’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 | $867K | Buy |
9,445
+290
| +3% | +$26.6K | 0.11% | 159 |
|
|
2025
Q1 | $842K | Buy |
9,155
+1,442
| +19% | +$133K | 0.13% | 144 |
|
|
2024
Q4 | $635K | Buy |
+7,713
| New | +$635K | 0.1% | 169 |
|
|
2020
Q4 | – | Sell |
-1,673
| Closed | -$91K | – | 389 |
|
|
2020
Q3 | $91K | Buy |
+1,673
| New | +$91K | 0.03% | 269 |
|
|
2020
Q2 | – | Sell |
-1,033
| Closed | -$56K | – | 770 |
|
|
2020
Q1 | $56K | Buy |
+1,033
| New | +$56K | 0.02% | 344 |
|
|
2019
Q4 | – | Sell |
-1,263
| Closed | -$78K | – | 772 |
|
|
2019
Q3 | $78K | Buy |
1,263
+549
| +77% | +$33.9K | 0.03% | 352 |
|
|
2019
Q2 | $39K | Buy |
714
+131
| +22% | +$7.16K | 0.01% | 506 |
|
|
2019
Q1 | $30K | Buy |
+583
| New | +$30K | 0.01% | 546 |
|