Matrix Trust Company’s Southern Company SO Stock Holding History

Matrix Trust Company’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.92M	Buy
2025 Q3	$1.81M	Buy
2023 Q3	–	Sell
2023 Q2	$1.5M	Buy
2023 Q1	$1.41M	Buy
2022 Q4	$1.22M	Buy
2022 Q3	$885K	Buy
2022 Q2	$309K	Buy