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TD Ameritrade Investment Management’s Southern Company SO Stock Holding History

TD Ameritrade Investment Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-72
Closed -$5K – 409
2023
Q2 		$5K Sell
72
-41
-36% -$2.94K ﹤0.01% 409
2023
Q1 		$8K Sell
113
-18
-14% -$1.21K ﹤0.01% 403
2022
Q4 		$9K Sell
131
-15
-10% -$1K ﹤0.01% 398
2022
Q3 		$10K Sell
146
-4
-3% -$303 ﹤0.01% 388
2022
Q2 		$11K Sell
150
-6
-4% -$441 ﹤0.01% 428
2022
Q1 		$11K Sell
156
-43
-22% -$2.91K ﹤0.01% 489
2021
Q4 		$14K Sell
199
-6,118
-97% -$390K ﹤0.01% 452
2021
Q3 		$342K Buy
6,317
+669
+12% +$43.1K ﹤0.01% 182
2021
Q2 		$342K Buy
5,648
+609
+12% +$38.9K ﹤0.01% 190
2021
Q1 		$310K Hold
5,039
– – ﹤0.01% 188
2020
Q4 		$310K Sell
5,039
-1,278
-20% -$76.8K ﹤0.01% 188
2020
Q3 		$342K Sell
6,317
-374
-6% -$20K ﹤0.01% 182
2020
Q2 		$347K Sell
6,691
-846
-11% -$47K ﹤0.01% 183
2020
Q1 		$408K Sell
7,537
-811
-10% -$51.4K ﹤0.01% 166
2019
Q4 		$532K Buy
8,348
+550
+7% +$34.1K ﹤0.01% 166
2019
Q3 		$482K Buy
7,798
+1,494
+24% +$86.6K ﹤0.01% 162
2019
Q2 		$348K Buy
6,304
+1,223
+24% +$65.5K ﹤0.01% 169
2019
Q1 		$263K Buy
5,081
+1,706
+51% +$83.6K ﹤0.01% 171
2018
Q4 		$148K Buy
3,375
+1,439
+74% +$65.4K ﹤0.01% 172
2018
Q3 		$84K Buy
+1,936
New +$89.2K ﹤0.01% 184

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Ameritrade Investment Management's SO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Southern Company (SO) in Q3 2023, closing a stake of 72 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in SO in Q3 2018 and held it in 20 quarters. The position peaked at $532K in Q4 2019. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 72 Southern Company shares in Q3 2023, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Southern Company in Q3 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Southern Company position peaked at $532K in Q4 2019.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.