GFG
Goldstone Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
7,145
+738
| +12% | +$67.5K | 0.09% | 135 |
|
|
2025
Q1 | $589K | Sell |
6,407
-40
| -0.6% | -$3.68K | 0.09% | 123 |
|
|
2024
Q4 | $531K | Buy |
6,447
+469
| +8% | +$38.6K | 0.08% | 124 |
|
|
2024
Q3 | $539K | Buy |
5,978
+778
| +15% | +$70.2K | 0.09% | 112 |
|
|
2024
Q2 | $403K | Buy |
5,200
+910
| +21% | +$70.6K | 0.08% | 124 |
|
|
2024
Q1 | $308K | Buy |
4,290
+214
| +5% | +$15.4K | 0.07% | 126 |
|
|
2023
Q4 | $286K | Buy |
4,076
+364
| +10% | +$25.5K | 0.07% | 127 |
|
|
2023
Q3 | $240K | Sell |
3,712
-386
| -9% | -$25K | 0.07% | 131 |
|
|
2023
Q2 | $288K | Buy |
4,098
+391
| +11% | +$27.5K | 0.08% | 125 |
|
|
2023
Q1 | $258K | Buy |
+3,707
| New | +$258K | 0.09% | 127 |
|