TS Financial Group (TSFG)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$18K | – | 815 |
|
|
2024
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $14K | Sell |
200
-4
| -2% | -$280 | ﹤0.01% | 437 |
|
|
2023
Q4 | $14K | Hold |
204
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $13K | Hold |
204
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $14K | Buy |
204
+4
| +2% | +$275 | 0.01% | 479 |
|
|
2023
Q1 | $14K | Hold |
200
| – | – | 0.01% | 473 |
|
|
2022
Q4 | $14K | Hold |
200
| – | – | 0.01% | 477 |
|
|
2022
Q3 | $14K | Hold |
200
| – | – | 0.01% | 457 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2021
Q1 | $12K | Sell |
200
-34
| -15% | -$2.04K | 0.01% | 464 |
|
|
2020
Q4 | $14K | Buy |
234
+34
| +17% | +$2.03K | 0.01% | 438 |
|
|
2020
Q3 | $11K | Hold |
200
| – | – | 0.01% | 425 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | 0.01% | 438 |
|
|
2020
Q1 | $11K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | 0.01% | 384 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 401 |
|