BFS
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Bard Financial Services’s Southern Company SO Stock Holding History

Bard Financial Services’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.19M Hold
12,520
– – 0.13% 114
2025
Q2 		$1.15M Hold
12,520
– – 0.14% 112
2025
Q1 		$1.15M Hold
12,520
– – 0.14% 108
2024
Q4 		$1.03M Hold
12,520
– – 0.12% 112
2024
Q3 		$1.13M Sell
12,520
-4,065
-25% -$347K 0.13% 111
2024
Q2 		$1.29M Hold
16,585
– – 0.13% 104
2024
Q1 		$1.19M Hold
16,585
– – 0.13% 110
2023
Q4 		$1.16M Sell
16,585
-250
-1% -$17.2K 0.13% 109
2023
Q3 		$1.09M Hold
16,835
– – 0.13% 108
2023
Q2 		$1.18M Sell
16,835
-250
-1% -$17.9K 0.09% 154
2023
Q1 		$1.19M Sell
17,085
-6,000
-26% -$404K 0.1% 154
2022
Q4 		$1.65M Hold
23,085
– – 0.14% 126
2022
Q3 		$1.57M Hold
23,085
– – 0.15% 125
2022
Q2 		$1.65M Sell
23,085
-550
-2% -$40.4K 0.15% 120
2022
Q1 		$1.71M Sell
23,635
-325
-1% -$22K 0.14% 117
2021
Q4 		$1.64M Hold
23,960
– – 0.13% 118
2021
Q3 		$1.49M Hold
23,960
– – 0.13% 123
2021
Q2 		$1.45M Sell
23,960
-500
-2% -$32K 0.13% 122
2021
Q1 		$1.52M Hold
24,460
– – 0.15% 115
2020
Q4 		$1.5M Buy
+24,460
New +$1.47M 0.15% 116

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return