TCV Trust & Wealth Management’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
Q2 | $576K | Sell |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $357K | Sell |
|
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $237K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $277K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $416K | Buy |
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|
2016
Q3 | $433K | Sell |
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|
2016
Q2 | $471K | Sell |
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|
2016
Q1 | $459K | Hold |
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|
2015
Q4 | $415K | Hold |
|
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|
2015
Q3 | $397K | Sell |
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|
2015
Q2 | $376K | Sell |
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|
2015
Q1 | $576K | Buy |
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|
2014
Q4 | $578K | Buy |
|
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|
2014
Q3 | $417K | Sell |
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|
2014
Q2 | $445K | Buy |
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|
2014
Q1 | $418K | Sell |
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|
2013
Q4 | $396K | Buy |
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|
2013
Q3 | $331K | Sell |
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|
2013
Q2 | $395K | Buy |
|