Bard Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.15M | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.65M | Hold |
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|
2022
Q3 | $1.57M | Hold |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.64M | Hold |
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|
2021
Q3 | $1.49M | Hold |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.52M | Hold |
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|
2020
Q4 | $1.5M | Buy |
|