TD Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
403,551
+9,590
| +2% | +$881K | 0.03% | 385 |
|
|
2025
Q1 | $36.2M | Buy |
393,961
+2,669
| +0.7% | +$245K | 0.03% | 378 |
|
|
2024
Q4 | $32.2M | Buy |
391,292
+145
| +0% | +$11.9K | 0.03% | 402 |
|
|
2024
Q3 | $35.2M | Buy |
391,147
+985
| +0.3% | +$88.7K | 0.03% | 369 |
|
|
2024
Q2 | $30.3M | Buy |
390,162
+11,530
| +3% | +$894K | 0.03% | 378 |
|
|
2024
Q1 | $27.2M | Buy |
378,632
+4,700
| +1% | +$337K | 0.03% | 416 |
|
|
2023
Q4 | $26.2M | Buy |
373,932
+22,214
| +6% | +$1.56M | 0.03% | 410 |
|
|
2023
Q3 | $22.8M | Sell |
351,718
-8,795
| -2% | -$569K | 0.03% | 405 |
|
|
2023
Q2 | $25.3M | Sell |
360,513
-4,396
| -1% | -$309K | 0.03% | 395 |
|
|
2023
Q1 | $25.4M | Buy |
364,909
+4,333
| +1% | +$301K | 0.03% | 396 |
|
|
2022
Q4 | $25.7M | Buy |
360,576
+9,526
| +3% | +$680K | 0.03% | 385 |
|
|
2022
Q3 | $24.4M | Buy |
351,050
+3,082
| +0.9% | +$214K | 0.03% | 382 |
|
|
2022
Q2 | $24.8M | Sell |
347,968
-23,803
| -6% | -$1.7M | 0.03% | 386 |
|
|
2022
Q1 | $27M | Sell |
371,771
-3,440
| -0.9% | -$249K | 0.02% | 414 |
|
|
2021
Q4 | $25.7M | Sell |
375,211
-15,946
| -4% | -$1.09M | 0.02% | 456 |
|
|
2021
Q3 | $24.2M | Sell |
391,157
-11,195
| -3% | -$694K | 0.03% | 430 |
|
|
2021
Q2 | $25.7M | Buy |
402,352
+28,768
| +8% | +$1.84M | 0.03% | 423 |
|
|
2021
Q1 | $23.2M | Buy |
373,584
+862
| +0.2% | +$53.6K | 0.03% | 433 |
|
|
2020
Q4 | $22.9M | Sell |
372,722
-88,709
| -19% | -$5.45M | 0.03% | 415 |
|
|
2020
Q3 | $25M | Buy |
461,431
+83,061
| +22% | +$4.5M | 0.03% | 343 |
|
|
2020
Q2 | $19.6M | Sell |
378,370
-13,551
| -3% | -$703K | 0.03% | 367 |
|
|
2020
Q1 | $21.2M | Sell |
391,921
-64,880
| -14% | -$3.51M | 0.04% | 318 |
|
|
2019
Q4 | $29.1M | Sell |
456,801
-45,153
| -9% | -$2.88M | 0.04% | 312 |
|
|
2019
Q3 | $31M | Buy |
501,954
+1,610
| +0.3% | +$99.4K | 0.05% | 293 |
|
|
2019
Q2 | $27.7M | Sell |
500,344
-24,938
| -5% | -$1.38M | 0.04% | 320 |
|
|
2019
Q1 | $27.1M | Sell |
525,282
-199,435
| -28% | -$10.3M | 0.04% | 315 |
|
|
2018
Q4 | $31.8M | Buy |
724,717
+60,161
| +9% | +$2.64M | 0.06% | 261 |
|
|
2018
Q3 | $29M | Sell |
664,556
-28,308
| -4% | -$1.23M | 0.04% | 309 |
|
|
2018
Q2 | $32.1M | Sell |
692,864
-8,207
| -1% | -$380K | 0.05% | 287 |
|
|
2018
Q1 | $31.3M | Sell |
701,071
-41,092
| -6% | -$1.84M | 0.05% | 292 |
|
|
2017
Q4 | $35.7M | Sell |
742,163
-80,083
| -10% | -$3.85M | 0.05% | 272 |
|
|
2017
Q3 | $40.4M | Sell |
822,246
-41,613
| -5% | -$2.04M | 0.06% | 242 |
|
|
2017
Q2 | $41.4M | Sell |
863,859
-369,348
| -30% | -$17.7M | 0.07% | 234 |
|
|
2017
Q1 | $61.4M | Sell |
1,233,207
-543,614
| -31% | -$27.1M | 0.1% | 171 |
|
|
2016
Q4 | $87.4M | Sell |
1,776,821
-151,736
| -8% | -$7.46M | 0.15% | 118 |
|
|
2016
Q3 | $98.9M | Buy |
1,928,557
+120,840
| +7% | +$6.2M | 0.17% | 115 |
|
|
2016
Q2 | $96.9M | Buy |
1,807,717
+46,961
| +3% | +$2.52M | 0.18% | 114 |
|
|
2016
Q1 | $91.1M | Sell |
1,760,756
-13,986
| -0.8% | -$723K | 0.17% | 110 |
|
|
2015
Q4 | $83M | Buy |
1,774,742
+181,217
| +11% | +$8.48M | 0.16% | 117 |
|
|
2015
Q3 | $71.2M | Buy |
1,593,525
+66,796
| +4% | +$2.99M | 0.14% | 127 |
|
|
2015
Q2 | $64M | Buy |
1,526,729
+64,886
| +4% | +$2.72M | 0.11% | 149 |
|
|
2015
Q1 | $64.7M | Buy |
1,461,843
+44,651
| +3% | +$1.98M | 0.12% | 150 |
|
|
2014
Q4 | $69.6M | Buy |
1,417,192
+135,017
| +11% | +$6.63M | 0.12% | 145 |
|
|
2014
Q3 | $56M | Buy |
1,282,175
+15,722
| +1% | +$686K | 0.1% | 163 |
|
|
2014
Q2 | $57.5M | Sell |
1,266,453
-13,721
| -1% | -$623K | 0.1% | 160 |
|
|
2014
Q1 | $56.3M | Sell |
1,280,174
-1,013,161
| -44% | -$44.5M | 0.1% | 156 |
|
|
2013
Q4 | $94.3M | Buy |
2,293,335
+211,709
| +10% | +$8.7M | 0.18% | 96 |
|
|
2013
Q3 | $85.7M | Buy |
2,081,626
+118,210
| +6% | +$4.87M | 0.17% | 106 |
|
|
2013
Q2 | $86.6M | Buy |
+1,963,416
| New | +$86.6M | 0.19% | 98 |
|