TA
Tiedemann Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $486K | Buy |
+7,517
| New | +$486K | 0.02% | 171 |
|
|
2020
Q4 | – | Sell |
-69,316
| Closed | -$3.76M | – | 348 |
|
|
2020
Q3 | $3.76M | Buy |
69,316
+43,161
| +165% | +$2.34M | 0.18% | 78 |
|
|
2020
Q2 | $1.36M | Sell |
26,155
-110
| -0.4% | -$5.7K | 0.07% | 142 |
|
|
2020
Q1 | $1.42M | Buy |
26,265
+20,155
| +330% | +$1.09M | 0.09% | 129 |
|
|
2019
Q4 | $389K | Sell |
6,110
-1,112
| -15% | -$70.8K | 0.02% | 226 |
|
|
2019
Q3 | $447K | Buy |
7,222
+332
| +5% | +$20.5K | 0.02% | 227 |
|
|
2019
Q2 | $383K | Sell |
6,890
-3,817
| -36% | -$212K | 0.02% | 222 |
|
|
2019
Q1 | $553K | Buy |
10,707
+45
| +0.4% | +$2.32K | 0.03% | 287 |
|
|
2018
Q4 | $468K | Buy |
10,662
+3,944
| +59% | +$173K | 0.02% | 294 |
|
|
2018
Q3 | $293K | Sell |
6,718
-1,682
| -20% | -$73.4K | 0.02% | 261 |
|
|
2018
Q2 | $391K | Sell |
8,400
-81,089
| -91% | -$3.77M | 0.03% | 238 |
|
|
2018
Q1 | $4M | Buy |
89,489
+22,549
| +34% | +$1.01M | 0.27% | 61 |
|
|
2017
Q4 | $3.22M | Sell |
66,940
-28,690
| -30% | -$1.38M | 0.25% | 58 |
|
|
2017
Q3 | $4.7M | Sell |
95,630
-515
| -0.5% | -$25.3K | 0.42% | 47 |
|
|
2017
Q2 | $4.6M | Buy |
96,145
+86,157
| +863% | +$4.12M | 0.33% | 54 |
|
|
2017
Q1 | $497K | Buy |
+9,988
| New | +$497K | 0.04% | 275 |
|