TAM
Tucker Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $223K | Sell |
2,707
-552
| -17% | -$45.4K | 0.02% | 122 |
|
|
2024
Q3 | $294K | Sell |
3,259
-1,195
| -27% | -$108K | 0.07% | 97 |
|
|
2024
Q2 | $345K | Sell |
4,454
-1,216
| -21% | -$94.3K | 0.08% | 94 |
|
|
2024
Q1 | $407K | Sell |
5,670
-3,194
| -36% | -$229K | 0.09% | 80 |
|
|
2023
Q4 | $622K | Sell |
8,864
-370
| -4% | -$25.9K | 0.16% | 44 |
|
|
2023
Q3 | $598K | Buy |
9,234
+3,505
| +61% | +$227K | 0.16% | 45 |
|
|
2023
Q2 | $402K | Buy |
5,729
+4,276
| +294% | +$300K | 0.12% | 44 |
|
|
2023
Q1 | $101K | Buy |
1,453
+1,050
| +261% | +$73K | 0.03% | 143 |
|
|
2022
Q4 | $29.1K | Buy |
403
+1
| +0.2% | +$72 | 0.01% | 202 |
|
|
2022
Q3 | $26.3K | Buy |
402
+1
| +0.2% | +$65 | 0.01% | 202 |
|
|
2022
Q2 | $28.6K | Buy |
401
+2
| +0.5% | +$142 | 0.01% | 133 |
|
|
2022
Q1 | $29K | Buy |
399
+65
| +19% | +$4.72K | 0.01% | 121 |
|
|
2021
Q4 | $22.8K | Buy |
334
+64
| +24% | +$4.38K | 0.01% | 143 |
|
|
2021
Q3 | $16.8K | Hold |
270
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $16.3K | Hold |
270
| – | – | 0.01% | 141 |
|
|
2021
Q1 | $16.8K | Sell |
270
-209
| -44% | -$13K | 0.01% | 148 |
|
|
2020
Q4 | $29.4K | Buy |
+479
| New | +$29.4K | 0.02% | 95 |
|