Matrix Trust Company’s Southern Company SO Stock Holding History

Matrix Trust Company’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	$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