Triad Financial Advisors’s Southern Company SO Stock Holding History

Triad Financial Advisors’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
2023 Q3	$295K	Buy
2023 Q2	$318K	Buy
2023 Q1	$315K	Sell
2022 Q4	$330K	Sell
2022 Q3	$323K	Sell
2022 Q2	$341K	Buy
2022 Q1	$346K	Buy
2021 Q4	$323K	Buy