TWM
Triton Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
+5,250
| New | +$499K | 0.21% | 56 |
|
|
2024
Q4 | $399K | Hold |
4,560
| – | – | 0.21% | 53 |
|
|
2024
Q3 | $415K | Sell |
4,560
-121
| -3% | -$11K | 0.24% | 45 |
|
|
2024
Q2 | $381K | Hold |
4,681
| – | – | 0.22% | 48 |
|
|
2024
Q1 | $343K | Sell |
4,681
-10
| -0.2% | -$733 | 0.24% | 48 |
|
|
2023
Q4 | $338K | Hold |
4,691
| – | – | 0.22% | 42 |
|
|
2023
Q3 | $333K | Hold |
4,691
| – | – | 0.22% | 45 |
|
|
2023
Q2 | $335K | Hold |
4,691
| – | – | 0.19% | 50 |
|
|
2023
Q1 | $333K | Hold |
4,691
| – | – | 0.2% | 47 |
|
|
2022
Q4 | $325K | Sell |
4,691
-207
| -4% | -$14.3K | 0.2% | 54 |
|
|
2022
Q3 | $343K | Hold |
4,898
| – | – | 0.2% | 48 |
|
|
2022
Q2 | $376K | Hold |
4,898
| – | – | 0.26% | 48 |
|
|
2022
Q1 | $339K | Hold |
4,898
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $339K | Hold |
4,898
| – | – | 0.18% | 67 |
|
|
2021
Q3 | $306K | Sell |
4,898
-5
| -0.1% | -$312 | 0.15% | 78 |
|
|
2021
Q2 | $321K | Buy |
4,903
+200
| +4% | +$13.1K | 0.18% | 79 |
|
|
2021
Q1 | $295K | Buy |
4,703
+5
| +0.1% | +$314 | 0.2% | 78 |
|
|
2020
Q4 | $281K | Hold |
4,698
| – | – | 0.18% | 66 |
|
|
2020
Q3 | $269K | Hold |
4,698
| – | – | 0.23% | 62 |
|
|
2020
Q2 | $259K | Hold |
4,698
| – | – | 0.27% | 61 |
|
|
2020
Q1 | $261K | Buy |
+4,698
| New | +$261K | 0.42% | 45 |
|