TD Private Client Wealth’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
Q3 | $1.86M | Sell |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4.58M | Sell |
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|
2023
Q1 | $5.26M | Buy |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $4.77M | Buy |
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|
2022
Q2 | $4.69M | Sell |
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|
2022
Q1 | $5.19M | Buy |
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|
2021
Q4 | $4.78M | Sell |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $4.63M | Sell |
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|
2021
Q1 | $4.84M | Sell |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $3.78M | Sell |
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|
2020
Q2 | $3.75M | Buy |
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|
2020
Q1 | $2.72M | Sell |
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|
2019
Q4 | $4.11M | Buy |
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