GPS Wealth Strategies Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
5,546
-47
| -0.8% | -$4.32K | 0.06% | 180 |
|
|
2025
Q1 | $514K | Sell |
5,593
-383
| -6% | -$35.2K | 0.07% | 166 |
|
|
2024
Q4 | $492K | Hold |
5,976
| – | – | 0.06% | 172 |
|
|
2024
Q3 | $539K | Sell |
5,976
-34
| -0.6% | -$3.07K | 0.07% | 170 |
|
|
2024
Q2 | $466K | Sell |
6,010
-125
| -2% | -$9.7K | 0.07% | 168 |
|
|
2024
Q1 | $440K | Sell |
6,135
-1,222
| -17% | -$87.7K | 0.07% | 169 |
|
|
2023
Q4 | $516K | Sell |
7,357
-733
| -9% | -$51.4K | 0.09% | 143 |
|
|
2023
Q3 | $524K | Sell |
8,090
-655
| -7% | -$42.4K | 0.1% | 141 |
|
|
2023
Q2 | $614K | Sell |
8,745
-109
| -1% | -$7.66K | 0.11% | 132 |
|
|
2023
Q1 | $616K | Buy |
+8,854
| New | +$616K | 0.13% | 126 |
|
|
2022
Q4 | – | Sell |
-8,867
| Closed | -$603K | – | 942 |
|
|
2022
Q3 | $603K | Sell |
8,867
-150
| -2% | -$10.2K | 0.15% | 105 |
|
|
2022
Q2 | $643K | Sell |
9,017
-19
| -0.2% | -$1.36K | 0.17% | 105 |
|
|
2022
Q1 | $655K | Buy |
9,036
+279
| +3% | +$20.2K | 0.15% | 94 |
|
|
2021
Q4 | $601K | Buy |
8,757
+1,068
| +14% | +$73.3K | 0.13% | 102 |
|
|
2021
Q3 | $476K | Buy |
7,689
+86
| +1% | +$5.32K | 0.12% | 108 |
|
|
2021
Q2 | $460K | Buy |
7,603
+2,025
| +36% | +$123K | 0.12% | 119 |
|
|
2021
Q1 | $346K | Buy |
5,578
+375
| +7% | +$23.3K | 0.1% | 132 |
|
|
2020
Q4 | $320K | Buy |
5,203
+185
| +4% | +$11.4K | 0.11% | 126 |
|
|
2020
Q3 | $272K | Buy |
+5,018
| New | +$272K | 0.11% | 122 |
|