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TBH Global Asset Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
5,584
-33
-0.6% -$3.03K 0.11% 126
2025
Q1
$516K Sell
5,617
-455
-7% -$41.8K 0.1% 128
2024
Q4
$500K Buy
6,072
+150
+3% +$12.3K 0.12% 143
2024
Q3
$534K Hold
5,922
0.12% 151
2024
Q2
$459K Sell
5,922
-298
-5% -$23.1K 0.1% 159
2024
Q1
$446K Sell
6,220
-908
-13% -$65.1K 0.09% 168
2023
Q4
$500K Buy
7,128
+348
+5% +$24.4K 0.1% 147
2023
Q3
$439K Buy
+6,780
New +$439K 0.08% 171
2021
Q3
Sell
-8,455
Closed -$512K 188
2021
Q2
$512K Buy
+8,455
New +$512K 0.12% 119