Trifecta Capital Advisors’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 | $2.11K | Hold |
23
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $2.12K | Hold |
23
| – | – | ﹤0.01% | 306 |
|
|
2024
Q4 | $1.89K | Hold |
23
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $2.08K | Hold |
23
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $1.79K | Hold |
23
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $1.65K | Hold |
23
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $1.61K | Hold |
23
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $1.49K | Hold |
23
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $1.62K | Hold |
23
| – | – | ﹤0.01% | 330 |
|
|
2023
Q1 | $1.6K | Hold |
23
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $1.64K | Buy |
+23
| New | +$1.64K | ﹤0.01% | 332 |
|