TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5K | Sell |
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|
2023
Q1 | $8K | Sell |
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|
2022
Q4 | $9K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $482K | Buy |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $148K | Buy |
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|
2018
Q3 | $84K | Buy |
|