TrinityPoint Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $993K | Sell |
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|
2021
Q4 | $953K | Sell |
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|
2021
Q3 | $873K | Buy |
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|
2021
Q2 | $852K | Buy |
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|
2021
Q1 | $876K | Hold |
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|
2020
Q4 | $841K | Sell |
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|
2020
Q3 | $773K | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $750K | Buy |
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|
2019
Q1 | $655K | Hold |
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|
2018
Q4 | $557K | Buy |
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