TD Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $93.9K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $42.4K | Hold |
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|
2024
Q1 | $39.2K | Hold |
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|
2023
Q4 | $38.3K | Hold |
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|
2023
Q3 | $35.4K | Hold |
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|
2023
Q2 | $38.4K | Hold |
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|
2023
Q1 | $38K | Buy |
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|
2022
Q4 | $17.6K | Hold |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | $4K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Sell |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $16K | Buy |
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|
2016
Q2 | $15K | Sell |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $75K | Hold |
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|
2015
Q3 | $72K | Hold |
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|
2015
Q2 | $67K | Sell |
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|
2015
Q1 | $78K | Hold |
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|
2014
Q4 | $87K | Hold |
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|
2014
Q3 | $77K | Hold |
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|
2014
Q2 | $80K | Hold |
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|
2014
Q1 | $78K | Buy |
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|
2013
Q4 | $72K | Buy |
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|
2013
Q3 | $71K | Sell |
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|
2013
Q2 | $84K | Buy |
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