Matrix Trust Co
- SEC CIK
- 0001784277
- Latest filing
- Jul 9, 2026
SO holding history
Southern Co in every 13F filed by Matrix Trust Co, 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 (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −21,988−100.0% | Sold out | Holders |
| Q4 2025 | 21,988 | $1.92M | 0.3% | +2,861+15.0% | Added | Holders |
| Q3 2025 | 19,127 | $1.81M | 0.3% | +19,127 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −21,420−100.0% | Sold out | Holders |
| Q2 2023 | 21,420 | $1.50M | 0.4% | +1,110+5.5% | Added | Holders |
| Q1 2023 | 20,310 | $1.41M | 0.4% | +3,249+19.0% | Added | Holders |
| Q4 2022 | 17,061 | $1.22M | 0.3% | +4,050+31.1% | Added | Holders |
| Q3 2022 | 13,011 | $885.0K | 0.3% | +8,675+200.1% | Added | Holders |
| Q2 2022 | 4,336 | $309.0K | 0.1% | +4,336 | New | Holders |