TIA
Tiemann Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
2,580
+285
| +12% | +$26.2K | 0.1% | 168 |
|
|
2025
Q1 | $211K | Buy |
+2,295
| New | +$211K | 0.1% | 178 |
|
|
2017
Q1 | – | Sell |
-3,904
| Closed | -$192K | – | 165 |
|
|
2016
Q4 | $192K | Sell |
3,904
-475
| -11% | -$23.4K | 0.19% | 153 |
|
|
2016
Q3 | $225K | Hold |
4,379
| – | – | 0.21% | 148 |
|
|
2016
Q2 | $235K | Buy |
+4,379
| New | +$235K | 0.22% | 139 |
|