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Livermore
Livermore
ZHEN

Trinity Legacy Partners, LLC

SEC CIK
0001652529
Latest filing
Jul 24, 2026

SO holding history

Southern Co in every 13F filed by Trinity Legacy Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
67,566
Value
$6.49M
% of portfolio
1.3%
Quarters held
20
Since Q1 2021
Holdings of SO by Trinity Legacy Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,566$6.49M1.3%+3,684+5.8%AddedHolders
Q1 202663,882$6.13M1.3%+1,260+2.0%AddedHolders
Q4 202562,622$5.46M1.3%+1,313+2.1%AddedHolders
Q3 202561,309$5.77M1.3%+1,335+2.2%AddedHolders
Q2 202559,974$5.60M1.4%+424+0.7%AddedHolders
Q1 202559,550$5.10M1.3%+949+1.6%AddedHolders
Q4 202458,601$4.82M1.2%+3,590+6.5%AddedHolders
Q3 202455,011$4.94M1.3%−576−1.0%ReducedHolders
Q2 202455,587$4.31M1.2%+434+0.8%AddedHolders
Q1 202455,153$3.96M1.2%+7,906+16.7%AddedHolders
Q4 202347,247$3.31M1.0%−575−1.2%ReducedHolders
Q3 202347,822$3.10M1.1%−5,910−11.0%ReducedHolders
Q2 202353,732$3.77M1.3%+2,862+5.6%AddedHolders
Q1 202350,870$3.54M1.3%+1,038+2.1%AddedHolders
Q4 202249,832$3.56M1.4%+1,815+3.8%AddedHolders
Q3 202248,017$3.27M1.4%+44,691+1,343.7%AddedHolders
Q2 20223,326$239.0K0.1%+92+2.8%AddedHolders
Q1 20223,234$234.0K0.1%00.0%UnchangedHolders
Q4 20213,234$222.0K0.1%+3,234NewHolders
Q2 20210$00.0%−4,404−100.0%Sold outHolders
Q1 20214,404$286.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.