TCI Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Sell |
|
|||||
|
2025
Q2 | $519K | Buy |
|
|||||
|
2025
Q1 | $408K | Buy |
|
|||||
|
2024
Q4 | $360K | Sell |
|
|||||
|
2024
Q3 | $395K | Sell |
|
|||||
|
2024
Q2 | $340K | Sell |
|
|||||
|
2024
Q1 | $322K | Sell |
|
|||||
|
2023
Q4 | $330K | Sell |
|
|||||
|
2023
Q3 | $305K | Sell |
|
|||||
|
2023
Q2 | $339K | Buy |
|
|||||
|
2023
Q1 | $335K | Buy |
|
|||||
|
2022
Q4 | $344K | Sell |
|
|||||
|
2022
Q3 | $330K | Sell |
|
|||||
|
2022
Q2 | $384K | Buy |
|
|||||
|
2022
Q1 | $383K | Buy |
|
|||||
|
2021
Q4 | $322K | Sell |
|
|||||
|
2021
Q3 | $318K | Buy |
|
|||||
|
2021
Q2 | $258K | Buy |
|
|||||
|
2021
Q1 | $263K | Buy |
|
|||||
|
2020
Q4 | $259K | Sell |
|
|||||
|
2020
Q3 | $249K | Buy |
|
|||||
|
2020
Q2 | $232K | Sell |
|
|||||
|
2020
Q1 | $329K | Buy |
|
|||||
|
2019
Q4 | $310K | Sell |
|
|||||
|
2019
Q3 | $337K | Buy |
|
|||||
|
2019
Q2 | $269K | Hold |
|
|||||
|
2019
Q1 | $251K | Sell |
|
|||||
|
2018
Q4 | $214K | Sell |
|
|||||
|
2018
Q3 | $237K | Hold |
|
|||||
|
2018
Q2 | $251K | Sell |
|
|||||
|
2018
Q1 | $250K | Buy |
|
|||||
|
2017
Q4 | $231K | Hold |
|
|||||
|
2017
Q3 | $236K | Sell |
|
|||||
|
2017
Q2 | $250K | Buy |
|
|||||
|
2017
Q1 | $236K | Sell |
|
|||||
|
2016
Q4 | $234K | Buy |
|
|||||
|
2016
Q3 | $222K | Sell |
|
|||||
|
2016
Q2 | $247K | Sell |
|
|||||
|
2016
Q1 | $252K | Buy |
|
|||||
|
2015
Q4 | $180K | Hold |
|
|||||
|
2015
Q3 | $172K | Buy |
|
|||||
|
2015
Q2 | $149K | Buy |
|
|||||
|
2015
Q1 | $39K | Hold |
|
|||||
|
2014
Q4 | $43K | Sell |
|
|||||
|
2014
Q3 | $50K | Hold |
|
|||||
|
2014
Q2 | $52K | Hold |
|
|||||
|
2014
Q1 | $50K | Sell |
|
|||||
|
2013
Q4 | $47K | Hold |
|
|||||
|
2013
Q3 | $47K | Hold |
|
|||||
|
2013
Q2 | $50K | Buy |
|