TWA
TCI Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
5,652
+1,220
| +28% | +$112K | 0.04% | 138 |
|
|
2025
Q1 | $408K | Buy |
4,432
+58
| +1% | +$5.33K | 0.03% | 146 |
|
|
2024
Q4 | $360K | Sell |
4,374
-5
| -0.1% | -$412 | 0.03% | 155 |
|
|
2024
Q3 | $395K | Sell |
4,379
-1
| -0% | -$90 | 0.03% | 154 |
|
|
2024
Q2 | $340K | Sell |
4,380
-112
| -2% | -$8.69K | 0.03% | 161 |
|
|
2024
Q1 | $322K | Sell |
4,492
-213
| -5% | -$15.3K | 0.03% | 160 |
|
|
2023
Q4 | $330K | Sell |
4,705
-3
| -0.1% | -$210 | 0.04% | 151 |
|
|
2023
Q3 | $305K | Sell |
4,708
-111
| -2% | -$7.18K | 0.04% | 151 |
|
|
2023
Q2 | $339K | Buy |
4,819
+1
| +0% | +$70 | 0.04% | 138 |
|
|
2023
Q1 | $335K | Buy |
4,818
+1
| +0% | +$70 | 0.04% | 138 |
|
|
2022
Q4 | $344K | Sell |
4,817
-31
| -0.6% | -$2.21K | 0.05% | 131 |
|
|
2022
Q3 | $330K | Sell |
4,848
-534
| -10% | -$36.3K | 0.05% | 121 |
|
|
2022
Q2 | $384K | Buy |
5,382
+107
| +2% | +$7.63K | 0.06% | 117 |
|
|
2022
Q1 | $383K | Buy |
5,275
+574
| +12% | +$41.7K | 0.06% | 118 |
|
|
2021
Q4 | $322K | Sell |
4,701
-428
| -8% | -$29.3K | 0.05% | 130 |
|
|
2021
Q3 | $318K | Buy |
5,129
+870
| +20% | +$53.9K | 0.05% | 129 |
|
|
2021
Q2 | $258K | Buy |
4,259
+26
| +0.6% | +$1.58K | 0.04% | 146 |
|
|
2021
Q1 | $263K | Buy |
4,233
+24
| +0.6% | +$1.49K | 0.11% | 127 |
|
|
2020
Q4 | $259K | Sell |
4,209
-383
| -8% | -$23.6K | 0.12% | 122 |
|
|
2020
Q3 | $249K | Buy |
4,592
+118
| +3% | +$6.4K | 0.1% | 126 |
|
|
2020
Q2 | $232K | Sell |
4,474
-1,606
| -26% | -$83.3K | 0.1% | 126 |
|
|
2020
Q1 | $329K | Buy |
6,080
+1,220
| +25% | +$66K | 0.16% | 95 |
|
|
2019
Q4 | $310K | Sell |
4,860
-597
| -11% | -$38.1K | 0.12% | 124 |
|
|
2019
Q3 | $337K | Buy |
5,457
+598
| +12% | +$36.9K | 0.15% | 107 |
|
|
2019
Q2 | $269K | Hold |
4,859
| – | – | 0.12% | 116 |
|
|
2019
Q1 | $251K | Sell |
4,859
-9
| -0.2% | -$465 | 0.11% | 124 |
|
|
2018
Q4 | $214K | Sell |
4,868
-559
| -10% | -$24.6K | 0.1% | 131 |
|
|
2018
Q3 | $237K | Hold |
5,427
| – | – | 0.1% | 132 |
|
|
2018
Q2 | $251K | Sell |
5,427
-172
| -3% | -$7.96K | 0.11% | 134 |
|
|
2018
Q1 | $250K | Buy |
5,599
+797
| +17% | +$35.6K | 0.12% | 126 |
|
|
2017
Q4 | $231K | Hold |
4,802
| – | – | 0.1% | 143 |
|
|
2017
Q3 | $236K | Sell |
4,802
-409
| -8% | -$20.1K | 0.12% | 123 |
|
|
2017
Q2 | $250K | Buy |
5,211
+466
| +10% | +$22.4K | 0.13% | 116 |
|
|
2017
Q1 | $236K | Sell |
4,745
-15
| -0.3% | -$746 | 0.12% | 117 |
|
|
2016
Q4 | $234K | Buy |
4,760
+435
| +10% | +$21.4K | 0.12% | 122 |
|
|
2016
Q3 | $222K | Sell |
4,325
-282
| -6% | -$14.5K | 0.12% | 121 |
|
|
2016
Q2 | $247K | Sell |
4,607
-271
| -6% | -$14.5K | 0.14% | 111 |
|
|
2016
Q1 | $252K | Buy |
4,878
+1,025
| +27% | +$53K | 0.14% | 112 |
|
|
2015
Q4 | $180K | Hold |
3,853
| – | – | 0.1% | 144 |
|
|
2015
Q3 | $172K | Buy |
3,853
+300
| +8% | +$13.4K | 0.1% | 139 |
|
|
2015
Q2 | $149K | Buy |
3,553
+2,668
| +301% | +$112K | 0.09% | 155 |
|
|
2015
Q1 | $39K | Hold |
885
| – | – | 0.02% | 262 |
|
|
2014
Q4 | $43K | Sell |
885
-251
| -22% | -$12.2K | 0.03% | 260 |
|
|
2014
Q3 | $50K | Hold |
1,136
| – | – | 0.03% | 237 |
|
|
2014
Q2 | $52K | Hold |
1,136
| – | – | 0.03% | 243 |
|
|
2014
Q1 | $50K | Sell |
1,136
-7
| -0.6% | -$308 | 0.03% | 235 |
|
|
2013
Q4 | $47K | Hold |
1,143
| – | – | 0.03% | 253 |
|
|
2013
Q3 | $47K | Hold |
1,143
| – | – | 0.04% | 217 |
|
|
2013
Q2 | $50K | Buy |
+1,143
| New | +$50K | 0.04% | 217 |
|