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TrinityPoint Wealth’s Southern Company SO Stock Holding History

TrinityPoint Wealth’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.29M Sell
15,617
-68
-0.4% -$5.97K 0.18% 129
2024
Q3 		$1.41M Buy
15,685
+32
+0.2% +$2.73K 0.2% 120
2024
Q2 		$1.21M Sell
15,653
-13
-0.1% -$985 0.19% 124
2024
Q1 		$1.12M Buy
15,666
+226
+1% +$15.6K 0.19% 125
2023
Q4 		$1.08M Sell
15,440
-632
-4% -$43.4K 0.2% 120
2023
Q3 		$1.04M Buy
16,072
+1,503
+10% +$104K 0.21% 114
2023
Q2 		$1.02M Buy
14,569
+16
+0.1% +$1.15K 0.2% 115
2023
Q1 		$1.01M Sell
14,553
-1,023
-7% -$68.9K 0.22% 114
2022
Q4 		$1.11M Buy
15,576
+42
+0.3% +$2.81K 0.25% 103
2022
Q3 		$1.06M Buy
15,534
+1,037
+7% +$78.6K 0.24% 105
2022
Q2 		$1.03M Buy
14,497
+802
+6% +$58.9K 0.23% 101
2022
Q1 		$993K Sell
13,695
-198
-1% -$13.4K 0.18% 115
2021
Q4 		$953K Sell
13,893
-197
-1% -$12.6K 0.17% 118
2021
Q3 		$873K Buy
14,090
+2
+0% +$129 0.17% 125
2021
Q2 		$852K Buy
14,088
+2
+0% +$128 0.17% 120
2021
Q1 		$876K Hold
14,086
– – 0.2% 110
2020
Q4 		$841K Sell
14,086
-179
-1% -$10.8K 0.2% 106
2020
Q3 		$773K Sell
14,265
-12,060
-46% -$645K 0.21% 107
2020
Q2 		$1.36M Buy
26,325
+1,294
+5% +$71.9K 0.43% 64
2020
Q1 		$1.35M Buy
25,031
+1,273
+5% +$80.6K 0.54% 47
2019
Q4 		$1.51M Sell
23,758
-620
-3% -$38.4K 0.51% 51
2019
Q3 		$1.5M Buy
24,378
+10,896
+81% +$632K 0.52% 51
2019
Q2 		$750K Buy
13,482
+800
+6% +$42.8K 0.36% 73
2019
Q1 		$655K Hold
12,682
– – 0.32% 87
2018
Q4 		$557K Buy
+12,682
New +$577K 0.34% 79

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TrinityPoint Wealth's SO Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Southern Company (SO) stake by 0.43% in Q4 2024, selling an estimated $5.97K and leaving 15,617 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #129.

TrinityPoint Wealth first reported a position in SO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2019. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • TrinityPoint Wealth held 15,617 shares of Southern Company worth $1.29M as of Q4 2024.
  • TrinityPoint Wealth sold 68 Southern Company shares in Q4 2024, an estimated $5.97K.
  • Southern Company made up 0.18% of TrinityPoint Wealth's portfolio in Q4 2024, its #129 holding.
  • TrinityPoint Wealth first reported a position in Southern Company in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Southern Company position peaked at $1.51M in Q4 2019.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.