Triton Wealth Management’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 | $499K | Buy |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $381K | Hold |
|
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|
2024
Q1 | $343K | Sell |
|
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|
2023
Q4 | $338K | Hold |
|
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|
2023
Q3 | $333K | Hold |
|
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|
2023
Q2 | $335K | Hold |
|
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $325K | Sell |
|
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|
2022
Q3 | $343K | Hold |
|
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|
2022
Q2 | $376K | Hold |
|
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $339K | Hold |
|
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $295K | Buy |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $261K | Buy |
|