TD Waterhouse Canada’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7M Sell
75,965
-15,955
-17% -$1.47M 0.05% 224
2025
Q1
$6.94M Buy
91,920
+13,223
+17% +$998K 0.06% 218
2024
Q4
$6.48M Buy
78,697
+3,603
+5% +$297K 0.05% 231
2024
Q3
$6.73M Sell
75,094
-10,642
-12% -$953K 0.05% 227
2024
Q2
$6.62M Buy
85,736
+29,957
+54% +$2.31M 0.06% 217
2024
Q1
$4.96M Buy
55,779
+51,251
+1,132% +$4.56M 0.04% 251
2023
Q4
$328K Sell
4,528
-5,717
-56% -$414K ﹤0.01% 604
2023
Q3
$653K Sell
10,245
-9,203
-47% -$587K 0.01% 484
2023
Q2
$1.53M Buy
19,448
+15,855
+441% +$1.25M 0.02% 355
2023
Q1
$251K Hold
3,593
﹤0.01% 623
2022
Q4
$262K Sell
3,593
-151
-4% -$11K ﹤0.01% 620
2022
Q3
$264K Sell
3,744
-200
-5% -$14.1K ﹤0.01% 625
2022
Q2
$291K Sell
3,944
-73
-2% -$5.39K ﹤0.01% 629
2022
Q1
$301K Sell
4,017
-34,300
-90% -$2.57M ﹤0.01% 667
2021
Q4
$2.71M Buy
+38,317
New +$2.71M 0.03% 316