Trivium Point Advisory’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,874
Closed -$223K 344
2024
Q2
$223K Buy
+2,874
New +$223K 0.03% 284
2022
Q3
Sell
-2,927
Closed -$209K 203
2022
Q2
$209K Buy
+2,927
New +$209K 0.06% 185