TPI
Trust Point Inc’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
10,640
+1,374
| +15% | +$126K | 0.09% | 109 |
|
|
2025
Q1 | $852K | Sell |
9,266
-3,693
| -28% | -$340K | 0.08% | 129 |
|
|
2024
Q4 | $1.07M | Buy |
12,959
+273
| +2% | +$22.5K | 0.07% | 143 |
|
|
2024
Q3 | $1.14M | Sell |
12,686
-358
| -3% | -$32.3K | 0.09% | 142 |
|
|
2024
Q2 | $1.01M | Sell |
13,044
-471
| -3% | -$36.5K | 0.08% | 148 |
|
|
2024
Q1 | $970K | Sell |
13,515
-3,554
| -21% | -$255K | 0.08% | 167 |
|
|
2023
Q4 | $1.2M | Buy |
+17,069
| New | +$1.2M | 0.1% | 110 |
|