BFS
Bard Financial Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$367K | 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% | -$17.5K | 0.13% | 109 |
|
|
2023
Q3 | $1.09M | Hold |
16,835
| – | – | 0.13% | 108 |
|
|
2023
Q2 | $1.18M | Sell |
16,835
-250
| -1% | -$17.6K | 0.09% | 154 |
|
|
2023
Q1 | $1.19M | Sell |
17,085
-6,000
| -26% | -$417K | 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% | -$39.2K | 0.15% | 120 |
|
|
2022
Q1 | $1.71M | Sell |
23,635
-325
| -1% | -$23.6K | 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% | -$30.3K | 0.13% | 122 |
|
|
2021
Q1 | $1.52M | Hold |
24,460
| – | – | 0.15% | 115 |
|
|
2020
Q4 | $1.5M | Buy |
+24,460
| New | +$1.5M | 0.15% | 116 |
|