Trajan Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
53,430
+226
| +0.4% | +$20.8K | 0.24% | 77 |
|
|
2025
Q1 | $4.89M | Sell |
53,204
-1,290
| -2% | -$119K | 0.27% | 81 |
|
|
2024
Q4 | $4.49M | Buy |
54,494
+1,269
| +2% | +$104K | 0.25% | 84 |
|
|
2024
Q3 | $4.8M | Sell |
53,225
-1,579
| -3% | -$142K | 0.28% | 77 |
|
|
2024
Q2 | $4.25M | Sell |
54,804
-583
| -1% | -$45.2K | 0.27% | 79 |
|
|
2024
Q1 | $3.97M | Buy |
+55,387
| New | +$3.97M | 0.27% | 87 |
|