Capstone Triton Financial Group’s Southern Company SO Stock Holding History

Capstone Triton 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
2023 Q3	–	Sell	-3,022	Closed	-$212K	–	109
2023 Q2	$212K	Hold	3,022	–	–	0.15%	100
2023 Q1	$210K	Buy	+3,022	New	+$203K	0.16%	96
2022 Q1	–	Sell	-3,025	Closed	-$207K	–	116
2021 Q4	$207K	Buy	+3,025	New	+$193K	0.42%	81
2021 Q1	–	Sell	-3,025	Closed	-$186K	–	284
2020 Q4	$186K	Buy	+3,025	New	+$182K	0.11%	119

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capstone Triton Financial Group's SO Position: Q3 2023 in Review

Capstone Triton Financial Group sold out of Southern Company (SO) in Q3 2023, closing a stake of 3,022 shares — an estimated $212K sold.

Capstone Triton Financial Group first reported a position in SO in Q4 2020 and held it in 4 quarters. The position peaked at $212K in Q2 2023. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Capstone Triton Financial Group reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Capstone Triton Financial Group sold 3,022 Southern Company shares in Q3 2023, an estimated $212K.
Capstone Triton Financial Group first reported a position in Southern Company in Q4 2020 and held it in 4 quarters.
Capstone Triton Financial Group's Southern Company position peaked at $212K in Q2 2023.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Capstone Triton Financial Group's 13F filing for Q3 2023, filed 11 Oct 2023.