Triad Wealth Partners’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 | $909K | Buy |
9,904
+1,419
| +17% | +$130K | 0.18% | 96 |
|
|
2025
Q1 | $780K | Buy |
8,485
+127
| +2% | +$11.7K | 0.24% | 71 |
|
|
2024
Q4 | $688K | Buy |
+8,358
| New | +$688K | 0.25% | 68 |
|
|
2024
Q3 | – | Sell |
-5,862
| Closed | -$455K | – | 774 |
|
|
2024
Q2 | $455K | Buy |
+5,862
| New | +$455K | 0.24% | 41 |
|