Trinity Legacy Partners’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
Q2 | $5.6M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | $4.94M | Sell |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $2.83M | Buy |
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|
2020
Q1 | $2.77M | Sell |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $3.26M | Sell |
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|
2019
Q2 | $3.14M | Buy |
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|
2019
Q1 | $217K | Buy |
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