A detailed history of Trinity Financial Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 4,056 shares of SO stock, worth $347,112. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,056
Previous 3,635 11.58%
Holding current value
$347,112
Previous $327,000 1.83%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$81.5 - $94.15 $34,311 - $39,637
421 Added 11.58%
4,056 $333,000
Q3 2024

Oct 03, 2024

BUY
$77.0 - $90.52 $847 - $995
11 Added 0.3%
3,635 $327,000
Q2 2024

Jul 10, 2024

SELL
$67.77 - $80.71 $48,929 - $58,272
-722 Reduced 16.61%
3,624 $281,000
Q1 2024

Apr 17, 2024

SELL
$66.25 - $72.24 $12,190 - $13,292
-184 Reduced 4.06%
4,346 $311,000
Q4 2023

Feb 05, 2024

SELL
$62.71 - $73.08 $211,708 - $246,718
-3,376 Reduced 42.7%
4,530 $317,000
Q3 2023

Oct 18, 2023

SELL
$64.72 - $73.09 $57,083 - $64,465
-882 Reduced 10.04%
7,906 $511,000
Q2 2023

Jul 20, 2023

BUY
$68.97 - $75.66 $145,112 - $159,188
2,104 Added 31.48%
8,788 $617,000
Q1 2023

Apr 10, 2023

BUY
$62.32 - $72.5 $416,546 - $484,590
6,684 New
6,684 $465,000
Q3 2022

Oct 24, 2022

BUY
$68.0 - $80.16 $733,924 - $865,166
10,793 New
10,793 $734,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $93.2B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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