Triad Financial Advisors’s Southern Company SO Stock Holding History

Triad Financial Advisors’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	$295K	Buy	4,555 +28	+0.6%	+$1.94K	0.1%	78
2023 Q2	$318K	Buy	4,527 +2	+0%	+$143	0.13%	68
2023 Q1	$315K	Sell	4,525 -99	-2%	-$6.67K	0.14%	69
2022 Q4	$330K	Sell	4,624 -129	-3%	-$8.63K	0.15%	75
2022 Q3	$323K	Sell	4,753 -29	-0.6%	-$2.2K	0.18%	67
2022 Q2	$341K	Buy	4,782 +17	+0.4%	+$1.25K	0.19%	67
2022 Q1	$346K	Buy	4,765 +55	+1%	+$3.73K	0.19%	72
2021 Q4	$323K	Buy	+4,710	New	+$300K	0.19%	75

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

Triad Financial Advisors's SO Position: Q3 2023 in Review

Triad Financial Advisors increased its Southern Company (SO) stake by 0.62% in Q3 2023, buying an estimated $1.94K and bringing the position to 4,555 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #78.

Triad Financial Advisors first reported a position in SO in Q4 2021 and has held it in 8 quarters since. The position peaked at $346K in Q1 2022. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Triad Financial Advisors held 4,555 shares of Southern Company worth $295K as of Q3 2023.
Triad Financial Advisors bought 28 Southern Company shares in Q3 2023, an estimated $1.94K.
Southern Company made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #78 holding.
Triad Financial Advisors first reported a position in Southern Company in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Southern Company position peaked at $346K in Q1 2022.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.