BWP
Balboa Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
10,759
-1,219
| -10% | -$112K | 0.2% | 94 |
|
|
2025
Q1 | $1.1M | Buy |
11,978
+63
| +0.5% | +$5.79K | 0.27% | 74 |
|
|
2024
Q4 | $981K | Buy |
11,915
+646
| +6% | +$53.2K | 0.22% | 79 |
|
|
2024
Q3 | $1.02M | Buy |
11,269
+203
| +2% | +$18.3K | 0.25% | 72 |
|
|
2024
Q2 | $858K | Buy |
11,066
+784
| +8% | +$60.8K | 0.23% | 82 |
|
|
2024
Q1 | $738K | Buy |
10,282
+1,051
| +11% | +$75.4K | 0.22% | 82 |
|
|
2023
Q4 | $647K | Sell |
9,231
-104
| -1% | -$7.29K | 0.22% | 90 |
|
|
2023
Q3 | $604K | Sell |
9,335
-279
| -3% | -$18.1K | 0.23% | 83 |
|
|
2023
Q2 | $675K | Buy |
9,614
+102
| +1% | +$7.17K | 0.24% | 78 |
|
|
2023
Q1 | $662K | Buy |
9,512
+38
| +0.4% | +$2.64K | 0.25% | 77 |
|
|
2022
Q4 | $677K | Sell |
9,474
-726
| -7% | -$51.8K | 0.31% | 79 |
|
|
2022
Q3 | $694K | Buy |
+10,200
| New | +$694K | 0.31% | 67 |
|