TCPG
Trivant Custom Portfolio Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$27.6K | – | 191 |
|
|
2025
Q1 | $27.6K | Hold |
300
| – | – | 0.02% | 115 |
|
|
2024
Q4 | $24.7K | Hold |
300
| – | – | 0.01% | 109 |
|
|
2024
Q3 | $27.1K | Hold |
300
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $23.3K | Hold |
300
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $21.5K | Hold |
300
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $21K | Hold |
300
| – | – | 0.01% | 140 |
|
|
2023
Q3 | $19.4K | Hold |
300
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $21.1K | Hold |
300
| – | – | 0.01% | 146 |
|
|
2023
Q1 | $20.9K | Buy |
+300
| New | +$20.9K | 0.01% | 155 |
|