TFG Advisers’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 | $2.6M | Sell |
28,309
-23
| -0.1% | -$2.11K | 0.89% | 26 |
|
|
2025
Q1 | $2.61M | Sell |
28,332
-28
| -0.1% | -$2.58K | 0.95% | 27 |
|
|
2024
Q4 | $2.33M | Buy |
28,360
+156
| +0.6% | +$12.8K | 0.84% | 31 |
|
|
2024
Q3 | $2.54M | Buy |
28,204
+221
| +0.8% | +$19.9K | 0.92% | 27 |
|
|
2024
Q2 | $2.17M | Buy |
27,983
+81
| +0.3% | +$6.28K | 0.84% | 30 |
|
|
2024
Q1 | $2M | Buy |
27,902
+329
| +1% | +$23.6K | 0.78% | 33 |
|
|
2023
Q4 | $1.93M | Buy |
27,573
+679
| +3% | +$47.6K | 0.81% | 30 |
|
|
2023
Q3 | $1.74M | Buy |
26,894
+108
| +0.4% | +$6.99K | 0.82% | 33 |
|
|
2023
Q2 | $1.88M | Buy |
26,786
+83
| +0.3% | +$5.83K | 0.86% | 31 |
|
|
2023
Q1 | $1.86M | Buy |
26,703
+238
| +0.9% | +$16.6K | 0.9% | 31 |
|
|
2022
Q4 | $1.89M | Sell |
26,465
-89
| -0.3% | -$6.36K | 0.97% | 27 |
|
|
2022
Q3 | $1.81M | Buy |
26,554
+327
| +1% | +$22.2K | 1.01% | 28 |
|
|
2022
Q2 | $1.87M | Buy |
26,227
+466
| +2% | +$33.2K | 1% | 28 |
|
|
2022
Q1 | $1.87M | Sell |
25,761
-486
| -2% | -$35.2K | 0.86% | 33 |
|
|
2021
Q4 | $1.8M | Sell |
26,247
-14
| -0.1% | -$960 | 0.78% | 37 |
|
|
2021
Q3 | $1.63M | Sell |
26,261
-336
| -1% | -$20.8K | 0.79% | 36 |
|
|
2021
Q2 | $1.61M | Sell |
26,597
-426
| -2% | -$25.8K | 0.78% | 37 |
|
|
2021
Q1 | $1.68M | Sell |
27,023
-58
| -0.2% | -$3.61K | 0.87% | 34 |
|
|
2020
Q4 | $1.66M | Sell |
27,081
-380
| -1% | -$23.3K | 0.87% | 35 |
|
|
2020
Q3 | $1.49M | Sell |
27,461
-48
| -0.2% | -$2.6K | 0.86% | 32 |
|
|
2020
Q2 | $1.43M | Buy |
27,509
+727
| +3% | +$37.7K | 0.93% | 32 |
|
|
2020
Q1 | $1.45M | Buy |
26,782
+107
| +0.4% | +$5.79K | 1.15% | 27 |
|
|
2019
Q4 | $1.7M | Sell |
26,675
-16
| -0.1% | -$1.02K | 0.96% | 28 |
|
|
2019
Q3 | $1.65M | Buy |
26,691
+105
| +0.4% | +$6.48K | 1.09% | 28 |
|
|
2019
Q2 | $1.47M | Sell |
26,586
-27
| -0.1% | -$1.49K | 1% | 31 |
|
|
2019
Q1 | $1.38M | Sell |
26,613
-419
| -2% | -$21.6K | 0.99% | 31 |
|
|
2018
Q4 | $1.19M | Buy |
+27,032
| New | +$1.19M | 1% | 32 |
|