Tennessee Valley Asset Management Partners’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 | – | Sell |
-3,785
| Closed | -$348K | – | 150 |
|
|
2025
Q1 | $348K | Buy |
+3,785
| New | +$348K | 0.06% | 124 |
|
|
2024
Q4 | – | Sell |
-3,425
| Closed | -$312K | – | 162 |
|
|
2024
Q3 | $312K | Buy |
+3,425
| New | +$312K | 0.05% | 129 |
|
|
2024
Q1 | – | Sell |
-2,486
| Closed | -$174K | – | 653 |
|
|
2023
Q4 | $174K | Buy |
+2,486
| New | +$174K | 0.02% | 131 |
|