TCTC Holdings’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Sell |
106,833
-267
| -0.2% | -$24.5K | 0.32% | 67 |
|
|
2025
Q1 | $9.85M | Buy |
107,100
+1,368
| +1% | +$126K | 0.35% | 67 |
|
|
2024
Q4 | $8.7M | Sell |
105,732
-202
| -0.2% | -$16.6K | 0.31% | 67 |
|
|
2024
Q3 | $9.55M | Sell |
105,934
-5,848
| -5% | -$527K | 0.32% | 67 |
|
|
2024
Q2 | $8.67M | Sell |
111,782
-5,273
| -5% | -$409K | 0.3% | 66 |
|
|
2024
Q1 | $8.4M | Sell |
117,055
-164
| -0.1% | -$11.8K | 0.28% | 67 |
|
|
2023
Q4 | $8.22M | Sell |
117,219
-42
| -0% | -$2.95K | 0.3% | 64 |
|
|
2023
Q3 | $7.59M | Sell |
117,261
-300
| -0.3% | -$19.4K | 0.29% | 66 |
|
|
2023
Q2 | $8.26M | Sell |
117,561
-335
| -0.3% | -$23.5K | 0.33% | 64 |
|
|
2023
Q1 | $8.2M | Hold |
117,896
| – | – | 0.33% | 67 |
|
|
2022
Q4 | $8.42M | Sell |
117,896
-962
| -0.8% | -$68.7K | 0.34% | 63 |
|
|
2022
Q3 | $8.08M | Sell |
118,858
-184
| -0.2% | -$12.5K | 0.35% | 61 |
|
|
2022
Q2 | $8.49M | Sell |
119,042
-50
| -0% | -$3.57K | 0.37% | 61 |
|
|
2022
Q1 | $8.64M | Sell |
119,092
-977
| -0.8% | -$70.8K | 0.36% | 63 |
|
|
2021
Q4 | $8.23M | Sell |
120,069
-247
| -0.2% | -$16.9K | 0.35% | 62 |
|
|
2021
Q3 | $7.46M | Sell |
120,316
-6,590
| -5% | -$408K | 0.34% | 64 |
|
|
2021
Q2 | $7.68M | Sell |
126,906
-2,750
| -2% | -$166K | 0.35% | 64 |
|
|
2021
Q1 | $8.06M | Sell |
129,656
-1,082
| -0.8% | -$67.3K | 0.38% | 61 |
|
|
2020
Q4 | $8.03M | Sell |
130,738
-4,000
| -3% | -$246K | 0.43% | 57 |
|
|
2020
Q3 | $7.31M | Sell |
134,738
-701
| -0.5% | -$38K | 0.45% | 58 |
|
|
2020
Q2 | $7.02M | Buy |
135,439
+6,467
| +5% | +$335K | 0.42% | 57 |
|
|
2020
Q1 | $6.98M | Sell |
128,972
-12,550
| -9% | -$679K | 0.53% | 48 |
|
|
2019
Q4 | $9.02M | Sell |
141,522
-2,750
| -2% | -$175K | 0.46% | 47 |
|
|
2019
Q3 | $8.91M | Sell |
144,272
-33,150
| -19% | -$2.05M | 0.47% | 44 |
|
|
2019
Q2 | $9.81M | Sell |
177,422
-3,600
| -2% | -$199K | 0.54% | 42 |
|
|
2019
Q1 | $9.36M | Sell |
181,022
-650
| -0.4% | -$33.6K | 0.51% | 43 |
|
|
2018
Q4 | $7.98M | Sell |
181,672
-2,060
| -1% | -$90.5K | 0.45% | 46 |
|
|
2018
Q3 | $8.01M | Buy |
183,732
+466
| +0.3% | +$20.3K | 0.37% | 50 |
|
|
2018
Q2 | $8.49M | Buy |
183,266
+2,200
| +1% | +$102K | 0.41% | 47 |
|
|
2018
Q1 | $8.09M | Buy |
181,066
+48,955
| +37% | +$2.19M | 0.43% | 48 |
|
|
2017
Q4 | $6.35M | Buy |
132,111
+17,055
| +15% | +$820K | 0.33% | 54 |
|
|
2017
Q3 | $5.65M | Buy |
115,056
+32,844
| +40% | +$1.61M | 0.35% | 55 |
|
|
2017
Q2 | $3.94M | Sell |
82,212
-1,000
| -1% | -$47.9K | 0.27% | 62 |
|
|
2017
Q1 | $4.14M | Buy |
83,212
+4,000
| +5% | +$199K | 0.25% | 72 |
|
|
2016
Q4 | $3.9M | Sell |
79,212
-6,000
| -7% | -$295K | 0.24% | 72 |
|
|
2016
Q3 | $4.37M | Sell |
85,212
-4,200
| -5% | -$215K | 0.32% | 62 |
|
|
2016
Q2 | $4.8M | Sell |
89,412
-2,813
| -3% | -$151K | 0.33% | 63 |
|
|
2016
Q1 | $4.77M | Sell |
92,225
-4,400
| -5% | -$228K | 0.3% | 64 |
|
|
2015
Q4 | $4.52M | Buy |
96,625
+3,300
| +4% | +$154K | 0.27% | 67 |
|
|
2015
Q3 | $4.17M | Sell |
93,325
-725
| -0.8% | -$32.4K | 0.24% | 69 |
|
|
2015
Q2 | $3.94M | Buy |
94,050
+7,000
| +8% | +$293K | 0.23% | 72 |
|
|
2015
Q1 | $3.85M | Sell |
87,050
-6,400
| -7% | -$283K | 0.23% | 71 |
|
|
2014
Q4 | $4.59M | Sell |
93,450
-400
| -0.4% | -$19.6K | 0.28% | 64 |
|
|
2014
Q3 | $4.1M | Buy |
93,850
+3,950
| +4% | +$172K | 0.24% | 70 |
|
|
2014
Q2 | $4.08M | Buy |
89,900
+2,850
| +3% | +$129K | 0.26% | 60 |
|
|
2014
Q1 | $3.83M | Buy |
87,050
+42,700
| +96% | +$1.88M | 0.22% | 70 |
|
|
2013
Q4 | $1.82M | Buy |
44,350
+13,100
| +42% | +$538K | 0.1% | 87 |
|
|
2013
Q3 | $1.29M | Buy |
31,250
+21,100
| +208% | +$869K | 0.08% | 97 |
|
|
2013
Q2 | $448K | Buy |
+10,150
| New | +$448K | 0.03% | 117 |
|