Transamerica Financial Advisors’s Southern Company SO Stock Holding History

Transamerica Financial Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$152K	Buy	1,574 +584	+59%	+$54K	0.01%	435
2025 Q4	$86.3K	Buy	990 +358	+57%	+$32.7K	0.01%	477
2025 Q3	$59.8K	Buy	632 +607	+2,428%	+$56.7K	0.01%	460
2025 Q2	$2.24K	Hold	25	–	–	﹤0.01%	382
2025 Q1	$3K	Sell	25 -1	-4%	-$87	﹤0.01%	387
2024 Q4	$3K	Sell	26 -3	-10%	-$263	﹤0.01%	382
2024 Q3	$3K	Sell	29 -1,026	-97%	-$87.6K	﹤0.01%	381
2024 Q2	$82K	Hold	1,055	–	–	0.01%	251
2024 Q1	$76K	Sell	1,055 -7,163	-87%	-$494K	0.01%	275
2023 Q4	$577K	Sell	8,218 -2,768	-25%	-$190K	0.08%	161
2023 Q3	$711K	Buy	10,986 +163	+2%	+$11.3K	0.1%	144
2023 Q2	$761K	Buy	10,823 +361	+3%	+$25.9K	0.1%	152
2023 Q1	$728K	Sell	10,462 -15,616	-60%	-$1.05M	0.1%	150
2022 Q4	$1.86M	Sell	26,078 -4,632	-15%	-$310K	0.27%	71
2022 Q3	$2.09M	Buy	30,710 +1,618	+6%	+$123K	0.31%	57
2022 Q2	$2.08M	Buy	+29,092	New	+$2.14M	0.29%	52
2021 Q2	–	Sell	-10	Closed	-$1K	–	244
2021 Q1	$1K	Buy	10 +2	+25%	+$120	0.02%	182
2020 Q4	$1K	Buy	+8	New	+$481	0.02%	174
2020 Q3	–	Sell	-4	Closed	-$1K	–	431
2020 Q2	$1K	Buy	+4	New	+$222	﹤0.01%	472
2019 Q3	–	Sell	-11	Closed	-$1K	–	459
2019 Q2	$1K	Buy	+11	New	+$589	﹤0.01%	518
2019 Q1	–	Sell	-15	Closed	-$1K	–	400
2018 Q4	$1K	Sell	15 -1	-6%	-$45	﹤0.01%	477
2018 Q3	$1K	Sell	16 -5	-24%	-$230	﹤0.01%	474
2018 Q2	$1K	Sell	21 -4,828	-100%	-$216K	﹤0.01%	457
2018 Q1	$217K	Sell	4,849 -43,317	-90%	-$1.92M	0.03%	200
2017 Q4	$2.32M	Buy	48,166 +1,747	+4%	+$89K	0.31%	104
2017 Q3	$2.28M	Sell	46,419 -1,065	-2%	-$51.6K	0.28%	105
2017 Q2	$2.27M	Buy	47,484 +85	+0.2%	+$4.26K	0.31%	96
2017 Q1	$2.36M	Sell	47,399 -93	-0.2%	-$4.6K	0.28%	100
2016 Q4	$2.34M	Buy	47,492 +5,886	+14%	+$289K	0.28%	98
2016 Q3	$2.13M	Buy	41,606 +3,661	+10%	+$193K	0.23%	107
2016 Q2	$2.04M	Buy	37,945 +21,203	+127%	+$1.07M	0.21%	114
2016 Q1	$867K	Buy	16,742 +1,284	+8%	+$62.6K	0.07%	175
2015 Q4	$724K	Buy	15,458 +544	+4%	+$24.7K	0.05%	201
2015 Q3	$667K	Sell	14,914 -6,293	-30%	-$276K	0.05%	189
2015 Q2	$889K	Buy	21,207 +503	+2%	+$21.9K	0.06%	183
2015 Q1	$917K	Buy	20,704 +1,045	+5%	+$49.6K	0.06%	178
2014 Q4	$966K	Buy	19,659 +10,738	+120%	+$507K	0.08%	132
2014 Q3	$390K	Buy	8,921 +7,057	+379%	+$310K	0.04%	188
2014 Q2	$85K	Buy	1,864 +578	+45%	+$25.6K	0.01%	330
2014 Q1	$57K	Sell	1,286 -6	-0.5%	-$251	0.01%	340
2013 Q4	$54K	Sell	1,292 -997	-44%	-$41.1K	0.01%	339
2013 Q3	$95K	Buy	2,289 +391	+21%	+$16.8K	0.01%	270
2013 Q2	$84K	Buy	+1,898	New	+$87.3K	0.01%	242