TFA
Trinity Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
6,034
+17
| +0.3% | +$1.56K | 0.17% | 49 |
|
|
2025
Q1 | $557K | Buy |
6,017
+1,961
| +48% | +$182K | 0.2% | 45 |
|
|
2024
Q4 | $333K | Buy |
4,056
+421
| +12% | +$34.5K | 0.13% | 61 |
|
|
2024
Q3 | $345K | Buy |
3,635
+11
| +0.3% | +$1.04K | 0.15% | 59 |
|
|
2024
Q2 | $281K | Sell |
3,624
-722
| -17% | -$56K | 0.13% | 64 |
|
|
2024
Q1 | $312K | Sell |
4,346
-184
| -4% | -$13.2K | 0.14% | 54 |
|
|
2023
Q4 | $318K | Sell |
4,530
-3,376
| -43% | -$237K | 0.16% | 56 |
|
|
2023
Q3 | $512K | Sell |
7,906
-882
| -10% | -$57.1K | 0.27% | 34 |
|
|
2023
Q2 | $617K | Buy |
8,788
+2,104
| +31% | +$148K | 0.33% | 27 |
|
|
2023
Q1 | $465K | Buy |
+6,684
| New | +$465K | 0.28% | 36 |
|
|
2022
Q4 | – | Sell |
-10,793
| Closed | -$734K | – | 71 |
|
|
2022
Q3 | $734K | Buy |
+10,793
| New | +$734K | 0.53% | 24 |
|