Tower Research Capital (TRC)’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 | $975K | Sell |
10,612
-77,448
| -88% | -$7.11M | 0.03% | 560 |
|
|
2025
Q1 | $8.1M | Buy |
88,060
+18,074
| +26% | +$1.66M | 0.24% | 60 |
|
|
2024
Q4 | $5.76M | Buy |
69,986
+6,178
| +10% | +$509K | 0.11% | 140 |
|
|
2024
Q3 | $5.75M | Sell |
63,808
-85,070
| -57% | -$7.67M | 0.15% | 90 |
|
|
2024
Q2 | $11.5M | Buy |
148,878
+121,800
| +450% | +$9.45M | 0.19% | 73 |
|
|
2024
Q1 | $1.94M | Sell |
27,078
-116,417
| -81% | -$8.35M | 0.05% | 291 |
|
|
2023
Q4 | $10.1M | Buy |
143,495
+63,309
| +79% | +$4.44M | 0.12% | 131 |
|
|
2023
Q3 | $5.19M | Buy |
80,186
+44,050
| +122% | +$2.85M | 0.16% | 103 |
|
|
2023
Q2 | $2.54M | Buy |
36,136
+14,901
| +70% | +$1.05M | 0.08% | 167 |
|
|
2023
Q1 | $1.48M | Sell |
21,235
-4,069
| -16% | -$283K | 0.05% | 282 |
|
|
2022
Q4 | $1.81M | Sell |
25,304
-139,153
| -85% | -$9.94M | 0.07% | 191 |
|
|
2022
Q3 | $11.2M | Buy |
164,457
+89,512
| +119% | +$6.09M | 0.18% | 98 |
|
|
2022
Q2 | $5.34M | Sell |
74,945
-96,713
| -56% | -$6.9M | 0.12% | 137 |
|
|
2022
Q1 | $12.4M | Buy |
171,658
+72,772
| +74% | +$5.28M | 0.12% | 146 |
|
|
2021
Q4 | $6.78M | Buy |
98,886
+62,958
| +175% | +$4.32M | 0.12% | 143 |
|
|
2021
Q3 | $2.23M | Buy |
35,928
+13,733
| +62% | +$851K | 0.06% | 240 |
|
|
2021
Q2 | $1.34M | Sell |
22,195
-95,981
| -81% | -$5.81M | 0.03% | 472 |
|
|
2021
Q1 | $7.35M | Buy |
118,176
+90,652
| +329% | +$5.64M | 0.12% | 146 |
|
|
2020
Q4 | $1.69M | Buy |
27,524
+1,778
| +7% | +$109K | 0.05% | 271 |
|
|
2020
Q3 | $1.4M | Sell |
25,746
-7,559
| -23% | -$410K | 0.02% | 675 |
|
|
2020
Q2 | $1.73M | Buy |
33,305
+26,076
| +361% | +$1.35M | 0.07% | 276 |
|
|
2020
Q1 | $392K | Buy |
+7,229
| New | +$392K | 0.02% | 516 |
|
|
2019
Q4 | – | Sell |
-18,871
| Closed | -$1.17M | – | 4292 |
|
|
2019
Q3 | $1.17M | Buy |
+18,871
| New | +$1.17M | 0.08% | 238 |
|
|
2019
Q2 | – | Sell |
-28,129
| Closed | -$1.45M | – | 4236 |
|
|
2019
Q1 | $1.45M | Buy |
28,129
+28,026
| +27,210% | +$1.45M | 0.09% | 180 |
|
|
2018
Q4 | $5K | Sell |
103
-7,986
| -99% | -$388K | ﹤0.01% | 2934 |
|
|
2018
Q3 | $353K | Sell |
8,089
-51,840
| -87% | -$2.26M | 0.03% | 672 |
|
|
2018
Q2 | $2.78M | Buy |
+59,929
| New | +$2.78M | 0.16% | 119 |
|
|
2018
Q1 | – | Sell |
-178
| Closed | -$9K | – | 3825 |
|
|
2017
Q4 | $9K | Sell |
178
-1,575
| -90% | -$79.6K | ﹤0.01% | 2623 |
|
|
2017
Q3 | $86K | Sell |
1,753
-3,669
| -68% | -$180K | 0.01% | 1510 |
|
|
2017
Q2 | $260K | Sell |
5,422
-854
| -14% | -$41K | 0.03% | 289 |
|
|
2017
Q1 | $312K | Sell |
6,276
-1,904
| -23% | -$94.7K | 0.03% | 209 |
|
|
2016
Q4 | $402K | Sell |
8,180
-289
| -3% | -$14.2K | 0.04% | 409 |
|
|
2016
Q3 | $435K | Buy |
8,469
+2,891
| +52% | +$148K | 0.04% | 196 |
|
|
2016
Q2 | $299K | Buy |
5,578
+5,401
| +3,051% | +$290K | 0.03% | 452 |
|
|
2016
Q1 | $9K | Buy |
+177
| New | +$9K | ﹤0.01% | 2081 |
|
|
2015
Q4 | – | Sell |
-2,134
| Closed | -$95K | – | 5018 |
|
|
2015
Q3 | $95K | Buy |
2,134
+1,655
| +346% | +$73.7K | 0.01% | 599 |
|
|
2015
Q2 | $20K | Sell |
479
-4,719
| -91% | -$197K | ﹤0.01% | 2105 |
|
|
2015
Q1 | $230K | Buy |
+5,198
| New | +$230K | 0.03% | 354 |
|
|
2014
Q4 | – | Sell |
-1,015
| Closed | -$44K | – | 4652 |
|
|
2014
Q3 | $44K | Buy |
1,015
+108
| +12% | +$4.68K | ﹤0.01% | 1641 |
|
|
2014
Q2 | $41K | Sell |
907
-13,962
| -94% | -$631K | 0.01% | 1398 |
|
|
2014
Q1 | $654K | Buy |
14,869
+14,669
| +7,335% | +$645K | 0.08% | 175 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 3203 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$4K | – | 4821 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3121 |
|