Tiedemann Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $486K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.76M | Buy |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $293K | Sell |
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $4M | Buy |
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|
2017
Q4 | $3.22M | Sell |
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|
2017
Q3 | $4.7M | Sell |
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|
2017
Q2 | $4.6M | Buy |
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|
2017
Q1 | $497K | Buy |
|