Trinity Financial Advisors’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 | $573K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $734K | Buy |
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