Golden State Wealth Management’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 | $881K | Sell |
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|
2025
Q2 | $867K | Buy |
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|
2025
Q1 | $842K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $91K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $56K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $78K | Buy |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $30K | Buy |
|