TFC Financial Management’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 | $38.4K | Sell |
418
-1,690
| -80% | -$155K | 0.01% | 285 |
|
|
2025
Q1 | $194K | Hold |
2,108
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $174K | Buy |
2,108
+110
| +6% | +$9.06K | 0.03% | 137 |
|
|
2024
Q3 | $180K | Hold |
1,998
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $155K | Buy |
1,998
+10
| +0.5% | +$776 | 0.03% | 139 |
|
|
2024
Q1 | $143K | Buy |
1,988
+5
| +0.3% | +$359 | 0.03% | 149 |
|
|
2023
Q4 | $139K | Sell |
1,983
-35
| -2% | -$2.45K | 0.03% | 147 |
|
|
2023
Q3 | $131K | Buy |
2,018
+5
| +0.2% | +$324 | 0.03% | 144 |
|
|
2023
Q2 | $141K | Buy |
2,013
+261
| +15% | +$18.3K | 0.03% | 138 |
|
|
2023
Q1 | $122K | Buy |
1,752
+30
| +2% | +$2.09K | 0.03% | 146 |
|
|
2022
Q4 | $123K | Sell |
1,722
-1,000
| -37% | -$71.4K | 0.04% | 136 |
|
|
2022
Q3 | $185K | Buy |
2,722
+1,000
| +58% | +$68K | 0.06% | 92 |
|
|
2022
Q2 | $123K | Hold |
1,722
| – | – | 0.04% | 131 |
|
|
2022
Q1 | $125K | Hold |
1,722
| – | – | 0.04% | 142 |
|
|
2021
Q4 | $118K | Hold |
1,722
| – | – | 0.04% | 150 |
|
|
2021
Q3 | $107K | Hold |
1,722
| – | – | 0.04% | 155 |
|
|
2021
Q2 | $104K | Hold |
1,722
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $107K | Hold |
1,722
| – | – | 0.04% | 139 |
|
|
2020
Q4 | $106K | Hold |
1,722
| – | – | 0.04% | 139 |
|
|
2020
Q3 | $93K | Buy |
+1,722
| New | +$93K | 0.05% | 128 |
|