Transamerica Financial Advisors’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 | $2.24K | Hold |
25
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $3K | Sell |
25
-1
| -4% | -$120 | ﹤0.01% | 387 |
|
|
2024
Q4 | $3K | Sell |
26
-3
| -10% | -$346 | ﹤0.01% | 382 |
|
|
2024
Q3 | $3K | Sell |
29
-1,026
| -97% | -$106K | ﹤0.01% | 381 |
|
|
2024
Q2 | $82K | Hold |
1,055
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $76K | Sell |
1,055
-7,163
| -87% | -$516K | 0.01% | 275 |
|
|
2023
Q4 | $577K | Sell |
8,218
-2,768
| -25% | -$194K | 0.08% | 161 |
|
|
2023
Q3 | $711K | Buy |
10,986
+163
| +2% | +$10.5K | 0.1% | 144 |
|
|
2023
Q2 | $761K | Buy |
10,823
+361
| +3% | +$25.4K | 0.1% | 152 |
|
|
2023
Q1 | $728K | Sell |
10,462
-15,616
| -60% | -$1.09M | 0.1% | 150 |
|
|
2022
Q4 | $1.86M | Sell |
26,078
-4,632
| -15% | -$331K | 0.27% | 71 |
|
|
2022
Q3 | $2.09M | Buy |
30,710
+1,618
| +6% | +$110K | 0.31% | 57 |
|
|
2022
Q2 | $2.08M | Buy |
+29,092
| New | +$2.08M | 0.29% | 52 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 244 |
|
|
2021
Q1 | $1K | Buy |
10
+2
| +25% | +$200 | 0.02% | 182 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | 0.02% | 174 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 431 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 472 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | -$1K | – | 459 |
|
|
2019
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 518 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | -$1K | – | 400 |
|
|
2018
Q4 | $1K | Sell |
15
-1
| -6% | -$67 | ﹤0.01% | 477 |
|
|
2018
Q3 | $1K | Sell |
16
-5
| -24% | -$313 | ﹤0.01% | 474 |
|
|
2018
Q2 | $1K | Sell |
21
-4,828
| -100% | -$230K | ﹤0.01% | 457 |
|
|
2018
Q1 | $217K | Sell |
4,849
-43,317
| -90% | -$1.94M | 0.03% | 200 |
|
|
2017
Q4 | $2.32M | Buy |
48,166
+1,747
| +4% | +$84K | 0.31% | 104 |
|
|
2017
Q3 | $2.28M | Sell |
46,419
-1,065
| -2% | -$52.4K | 0.28% | 105 |
|
|
2017
Q2 | $2.27M | Buy |
47,484
+85
| +0.2% | +$4.07K | 0.31% | 96 |
|
|
2017
Q1 | $2.36M | Sell |
47,399
-93
| -0.2% | -$4.63K | 0.28% | 100 |
|
|
2016
Q4 | $2.34M | Buy |
47,492
+5,886
| +14% | +$290K | 0.28% | 98 |
|
|
2016
Q3 | $2.14M | Buy |
41,606
+3,661
| +10% | +$188K | 0.23% | 107 |
|
|
2016
Q2 | $2.04M | Buy |
37,945
+21,203
| +127% | +$1.14M | 0.21% | 114 |
|
|
2016
Q1 | $867K | Buy |
16,742
+1,284
| +8% | +$66.5K | 0.07% | 175 |
|
|
2015
Q4 | $724K | Buy |
15,458
+544
| +4% | +$25.5K | 0.05% | 201 |
|
|
2015
Q3 | $667K | Sell |
14,914
-6,293
| -30% | -$281K | 0.05% | 189 |
|
|
2015
Q2 | $889K | Buy |
21,207
+503
| +2% | +$21.1K | 0.06% | 183 |
|
|
2015
Q1 | $917K | Buy |
20,704
+1,045
| +5% | +$46.3K | 0.06% | 178 |
|
|
2014
Q4 | $966K | Buy |
19,659
+10,738
| +120% | +$528K | 0.08% | 132 |
|
|
2014
Q3 | $390K | Buy |
8,921
+7,057
| +379% | +$309K | 0.04% | 188 |
|
|
2014
Q2 | $85K | Buy |
1,864
+578
| +45% | +$26.4K | 0.01% | 330 |
|
|
2014
Q1 | $57K | Sell |
1,286
-6
| -0.5% | -$266 | 0.01% | 340 |
|
|
2013
Q4 | $54K | Sell |
1,292
-997
| -44% | -$41.7K | 0.01% | 339 |
|
|
2013
Q3 | $95K | Buy |
2,289
+391
| +21% | +$16.2K | 0.01% | 270 |
|
|
2013
Q2 | $84K | Buy |
+1,898
| New | +$84K | 0.01% | 242 |
|