Goldstone Financial Group’s Southern Company SO Stock Holding History

Goldstone Financial Group’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$740K	Buy
2025 Q2	$654K	Buy
2025 Q1	$589K	Sell
2024 Q4	$531K	Buy
2024 Q3	$539K	Buy
2024 Q2	$403K	Buy
2024 Q1	$308K	Buy
2023 Q4	$286K	Buy
2023 Q3	$240K	Sell
2023 Q2	$288K	Buy
2023 Q1	$258K	Buy