Trilogy Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $952K | Buy |
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|
2019
Q1 | $852K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $355K | Sell |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $498K | Buy |
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