TritonPoint Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
7,480
+207
| +3% | +$19K | 0.06% | 187 |
|
|
2025
Q1 | $669K | Buy |
7,273
+46
| +0.6% | +$4.23K | 0.06% | 185 |
|
|
2024
Q4 | $595K | Buy |
7,227
+327
| +5% | +$26.9K | 0.05% | 191 |
|
|
2024
Q3 | $622K | Buy |
6,900
+306
| +5% | +$27.6K | 0.06% | 186 |
|
|
2024
Q2 | $512K | Sell |
6,594
-12
| -0.2% | -$931 | 0.05% | 200 |
|
|
2024
Q1 | $450K | Buy |
6,606
+132
| +2% | +$9K | 0.05% | 213 |
|
|
2023
Q4 | $454K | Buy |
+6,474
| New | +$454K | 0.04% | 222 |
|