TCM
TD Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
1,327
+181
| +16% | +$16.6K | 0.01% | 149 |
|
|
2025
Q1 | $105K | Buy |
1,146
+5
| +0.4% | +$460 | 0.01% | 151 |
|
|
2024
Q4 | $93.9K | Buy |
1,141
+5
| +0.4% | +$412 | 0.01% | 157 |
|
|
2024
Q3 | $102K | Buy |
1,136
+590
| +108% | +$53.2K | 0.01% | 151 |
|
|
2024
Q2 | $42.4K | Hold |
546
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $39.2K | Hold |
546
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $38.3K | Hold |
546
| – | – | ﹤0.01% | 207 |
|
|
2023
Q3 | $35.4K | Hold |
546
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $38.4K | Hold |
546
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $38K | Buy |
546
+300
| +122% | +$20.9K | ﹤0.01% | 193 |
|
|
2022
Q4 | $17.6K | Hold |
246
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $17K | Buy |
+246
| New | +$17K | ﹤0.01% | 214 |
|
|
2022
Q1 | – | Sell |
-246
| Closed | -$17K | – | 309 |
|
|
2021
Q4 | $17K | Hold |
246
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 219 |
|
|
2021
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 207 |
|
|
2020
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 187 |
|
|
2020
Q3 | $13K | Buy |
246
+100
| +68% | +$5.29K | ﹤0.01% | 170 |
|
|
2020
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 177 |
|
|
2020
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 167 |
|
|
2019
Q4 | $9K | Hold |
146
| – | – | ﹤0.01% | 182 |
|
|
2019
Q3 | $9K | Hold |
146
| – | – | ﹤0.01% | 180 |
|
|
2019
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 180 |
|
|
2019
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 147 |
|
|
2018
Q4 | $6K | Buy |
146
+45
| +45% | +$1.85K | ﹤0.01% | 158 |
|
|
2018
Q3 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 168 |
|
|
2017
Q4 | – | Sell |
-276
| Closed | -$14K | – | 254 |
|
|
2017
Q3 | $14K | Hold |
276
| – | – | ﹤0.01% | 120 |
|
|
2017
Q2 | $13K | Sell |
276
-30
| -10% | -$1.41K | ﹤0.01% | 108 |
|
|
2017
Q1 | $15K | Hold |
306
| – | – | ﹤0.01% | 105 |
|
|
2016
Q4 | $15K | Hold |
306
| – | – | ﹤0.01% | 103 |
|
|
2016
Q3 | $16K | Buy |
306
+29
| +10% | +$1.52K | ﹤0.01% | 97 |
|
|
2016
Q2 | $15K | Sell |
277
-1,323
| -83% | -$71.6K | ﹤0.01% | 100 |
|
|
2016
Q1 | $83K | Hold |
1,600
| – | – | 0.03% | 59 |
|
|
2015
Q4 | $75K | Hold |
1,600
| – | – | 0.02% | 59 |
|
|
2015
Q3 | $72K | Hold |
1,600
| – | – | 0.02% | 66 |
|
|
2015
Q2 | $67K | Sell |
1,600
-172
| -10% | -$7.2K | 0.02% | 72 |
|
|
2015
Q1 | $78K | Hold |
1,772
| – | – | 0.02% | 72 |
|
|
2014
Q4 | $87K | Hold |
1,772
| – | – | 0.02% | 75 |
|
|
2014
Q3 | $77K | Hold |
1,772
| – | – | 0.02% | 78 |
|
|
2014
Q2 | $80K | Hold |
1,772
| – | – | 0.02% | 77 |
|
|
2014
Q1 | $78K | Buy |
1,772
+21
| +1% | +$924 | 0.02% | 73 |
|
|
2013
Q4 | $72K | Buy |
1,751
+22
| +1% | +$905 | 0.02% | 72 |
|
|
2013
Q3 | $71K | Sell |
1,729
-181
| -9% | -$7.43K | 0.02% | 107 |
|
|
2013
Q2 | $84K | Buy |
+1,910
| New | +$84K | 0.02% | 100 |
|