GWSG
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GPS Wealth Strategies Group’s Southern Company SO Stock Holding History

GPS Wealth Strategies 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
Q4 		$111K Sell
1,276
-4,270
-77% -$390K 0.09% 141
2025
Q3 		$526K Hold
5,546
– – 0.06% 184
2025
Q2 		$509K Sell
5,546
-47
-0.8% -$4.22K 0.06% 180
2025
Q1 		$514K Sell
5,593
-383
-6% -$33.2K 0.07% 166
2024
Q4 		$492K Hold
5,976
– – 0.06% 172
2024
Q3 		$539K Sell
5,976
-34
-0.6% -$2.9K 0.07% 170
2024
Q2 		$466K Sell
6,010
-125
-2% -$9.47K 0.07% 168
2024
Q1 		$440K Sell
6,135
-1,222
-17% -$84.4K 0.07% 169
2023
Q4 		$516K Sell
7,357
-733
-9% -$50.3K 0.09% 143
2023
Q3 		$524K Sell
8,090
-655
-7% -$45.5K 0.1% 141
2023
Q2 		$614K Sell
8,745
-109
-1% -$7.82K 0.11% 132
2023
Q1 		$616K Buy
+8,854
New +$596K 0.13% 126
2022
Q4 		– Sell
-8,867
Closed -$603K – 942
2022
Q3 		$603K Sell
8,867
-150
-2% -$11.4K 0.15% 105
2022
Q2 		$643K Sell
9,017
-19
-0.2% -$1.4K 0.17% 105
2022
Q1 		$655K Buy
9,036
+279
+3% +$18.9K 0.15% 94
2021
Q4 		$601K Buy
8,757
+1,068
+14% +$68.1K 0.13% 102
2021
Q3 		$476K Buy
7,689
+86
+1% +$5.54K 0.12% 108
2021
Q2 		$460K Buy
7,603
+2,025
+36% +$130K 0.12% 119
2021
Q1 		$346K Buy
5,578
+375
+7% +$22.5K 0.1% 132
2020
Q4 		$320K Buy
5,203
+185
+4% +$11.1K 0.11% 126
2020
Q3 		$272K Buy
+5,018
New +$268K 0.11% 122

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return