TIAA Trust, National Association’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 | $17.5M | Sell |
190,967
-35,391
| -16% | -$3.25M | 0.05% | 149 |
|
|
2025
Q1 | $20.8M | Buy |
226,358
+10,150
| +5% | +$933K | 0.06% | 129 |
|
|
2024
Q4 | $17.8M | Buy |
216,208
+5,171
| +2% | +$426K | 0.05% | 139 |
|
|
2024
Q3 | $19M | Sell |
211,037
-12,224
| -5% | -$1.1M | 0.06% | 133 |
|
|
2024
Q2 | $17.3M | Buy |
223,261
+183,240
| +458% | +$14.2M | 0.05% | 135 |
|
|
2024
Q1 | $2.87M | Buy |
40,021
+179
| +0.4% | +$12.8K | 0.01% | 248 |
|
|
2023
Q4 | $2.79M | Sell |
39,842
-724
| -2% | -$50.8K | 0.01% | 245 |
|
|
2023
Q3 | $2.63M | Buy |
+40,566
| New | +$2.63M | 0.01% | 245 |
|