TrinityPoint Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.29M | Sell |
15,617
-68
| -0.4% | -$5.6K | 0.18% | 129 |
|
|
2024
Q3 | $1.41M | Buy |
15,685
+32
| +0.2% | +$2.89K | 0.2% | 120 |
|
|
2024
Q2 | $1.21M | Sell |
15,653
-13
| -0.1% | -$1.01K | 0.19% | 124 |
|
|
2024
Q1 | $1.12M | Buy |
15,666
+226
| +1% | +$16.2K | 0.19% | 125 |
|
|
2023
Q4 | $1.08M | Sell |
15,440
-632
| -4% | -$44.3K | 0.2% | 120 |
|
|
2023
Q3 | $1.04M | Buy |
16,072
+1,503
| +10% | +$97.3K | 0.21% | 114 |
|
|
2023
Q2 | $1.02M | Buy |
14,569
+16
| +0.1% | +$1.12K | 0.2% | 115 |
|
|
2023
Q1 | $1.01M | Sell |
14,553
-1,023
| -7% | -$71.2K | 0.22% | 114 |
|
|
2022
Q4 | $1.11M | Buy |
15,576
+42
| +0.3% | +$3K | 0.25% | 103 |
|
|
2022
Q3 | $1.06M | Buy |
15,534
+1,037
| +7% | +$70.5K | 0.24% | 105 |
|
|
2022
Q2 | $1.03M | Buy |
14,497
+802
| +6% | +$57.2K | 0.23% | 101 |
|
|
2022
Q1 | $993K | Sell |
13,695
-198
| -1% | -$14.4K | 0.18% | 115 |
|
|
2021
Q4 | $953K | Sell |
13,893
-197
| -1% | -$13.5K | 0.17% | 118 |
|
|
2021
Q3 | $873K | Buy |
14,090
+2
| +0% | +$124 | 0.17% | 125 |
|
|
2021
Q2 | $852K | Buy |
14,088
+2
| +0% | +$121 | 0.17% | 120 |
|
|
2021
Q1 | $876K | Hold |
14,086
| – | – | 0.2% | 110 |
|
|
2020
Q4 | $841K | Sell |
14,086
-179
| -1% | -$10.7K | 0.2% | 106 |
|
|
2020
Q3 | $773K | Sell |
14,265
-12,060
| -46% | -$654K | 0.21% | 107 |
|
|
2020
Q2 | $1.37M | Buy |
26,325
+1,294
| +5% | +$67.1K | 0.43% | 64 |
|
|
2020
Q1 | $1.36M | Buy |
25,031
+1,273
| +5% | +$68.9K | 0.54% | 47 |
|
|
2019
Q4 | $1.51M | Sell |
23,758
-620
| -3% | -$39.5K | 0.51% | 51 |
|
|
2019
Q3 | $1.51M | Buy |
24,378
+10,896
| +81% | +$673K | 0.52% | 51 |
|
|
2019
Q2 | $750K | Buy |
13,482
+800
| +6% | +$44.5K | 0.36% | 73 |
|
|
2019
Q1 | $655K | Hold |
12,682
| – | – | 0.32% | 87 |
|
|
2018
Q4 | $557K | Buy |
+12,682
| New | +$557K | 0.34% | 79 |
|