TD Ameritrade Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72
| Closed | -$5K | – | 409 |
|
|
2023
Q2 | $5K | Sell |
72
-41
| -36% | -$2.85K | ﹤0.01% | 409 |
|
|
2023
Q1 | $8K | Sell |
113
-18
| -14% | -$1.27K | ﹤0.01% | 403 |
|
|
2022
Q4 | $9K | Sell |
131
-15
| -10% | -$1.03K | ﹤0.01% | 398 |
|
|
2022
Q3 | $10K | Sell |
146
-4
| -3% | -$274 | ﹤0.01% | 388 |
|
|
2022
Q2 | $11K | Sell |
150
-6
| -4% | -$440 | ﹤0.01% | 428 |
|
|
2022
Q1 | $11K | Sell |
156
-43
| -22% | -$3.03K | ﹤0.01% | 489 |
|
|
2021
Q4 | $14K | Sell |
199
-6,118
| -97% | -$430K | ﹤0.01% | 452 |
|
|
2021
Q3 | $342K | Buy |
6,317
+669
| +12% | +$36.2K | ﹤0.01% | 182 |
|
|
2021
Q2 | $342K | Buy |
5,648
+609
| +12% | +$36.9K | ﹤0.01% | 190 |
|
|
2021
Q1 | $310K | Hold |
5,039
| – | – | ﹤0.01% | 188 |
|
|
2020
Q4 | $310K | Sell |
5,039
-1,278
| -20% | -$78.6K | ﹤0.01% | 188 |
|
|
2020
Q3 | $342K | Sell |
6,317
-374
| -6% | -$20.2K | ﹤0.01% | 182 |
|
|
2020
Q2 | $347K | Sell |
6,691
-846
| -11% | -$43.9K | ﹤0.01% | 183 |
|
|
2020
Q1 | $408K | Sell |
7,537
-811
| -10% | -$43.9K | ﹤0.01% | 166 |
|
|
2019
Q4 | $532K | Buy |
8,348
+550
| +7% | +$35.1K | ﹤0.01% | 166 |
|
|
2019
Q3 | $482K | Buy |
7,798
+1,494
| +24% | +$92.3K | ﹤0.01% | 162 |
|
|
2019
Q2 | $348K | Buy |
6,304
+1,223
| +24% | +$67.5K | ﹤0.01% | 169 |
|
|
2019
Q1 | $263K | Buy |
5,081
+1,706
| +51% | +$88.3K | ﹤0.01% | 171 |
|
|
2018
Q4 | $148K | Buy |
3,375
+1,439
| +74% | +$63.1K | ﹤0.01% | 172 |
|
|
2018
Q3 | $84K | Buy |
+1,936
| New | +$84K | ﹤0.01% | 184 |
|