BCWM
Bartlett & Co Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
9,579
-270
| -3% | -$24.8K | 0.01% | 266 |
|
|
2025
Q1 | $906K | Sell |
9,849
-263
| -3% | -$24.2K | 0.01% | 264 |
|
|
2024
Q4 | $832K | Sell |
10,112
-230
| -2% | -$18.9K | 0.01% | 273 |
|
|
2024
Q3 | $933K | Sell |
10,342
-549
| -5% | -$49.5K | 0.01% | 266 |
|
|
2024
Q2 | $845K | Sell |
10,891
-1,296
| -11% | -$101K | 0.01% | 273 |
|
|
2024
Q1 | $874K | Sell |
12,187
-73
| -0.6% | -$5.24K | 0.01% | 278 |
|
|
2023
Q4 | $860K | Buy |
12,260
+595
| +5% | +$41.7K | 0.01% | 294 |
|
|
2023
Q3 | $755K | Sell |
11,665
-56
| -0.5% | -$3.62K | 0.01% | 295 |
|
|
2023
Q2 | $823K | Buy |
11,721
+1,694
| +17% | +$119K | 0.01% | 295 |
|
|
2023
Q1 | $698K | Buy |
10,027
+16
| +0.2% | +$1.11K | 0.01% | 254 |
|
|
2022
Q4 | $715K | Buy |
10,011
+15
| +0.2% | +$1.07K | 0.01% | 251 |
|
|
2022
Q3 | $680K | Sell |
9,996
-1,045
| -9% | -$71.1K | 0.01% | 246 |
|
|
2022
Q2 | $787K | Buy |
11,041
+18
| +0.2% | +$1.28K | 0.02% | 239 |
|
|
2022
Q1 | $799K | Buy |
11,023
+15
| +0.1% | +$1.09K | 0.01% | 243 |
|
|
2021
Q4 | $755K | Buy |
11,008
+1,915
| +21% | +$131K | 0.01% | 251 |
|
|
2021
Q3 | $563K | Sell |
9,093
-294
| -3% | -$18.2K | 0.01% | 248 |
|
|
2021
Q2 | $568K | Buy |
9,387
+732
| +8% | +$44.3K | 0.01% | 250 |
|
|
2021
Q1 | $538K | Sell |
8,655
-408
| -5% | -$25.4K | 0.01% | 254 |
|
|
2020
Q4 | $557K | Sell |
9,063
-37
| -0.4% | -$2.27K | 0.01% | 242 |
|
|
2020
Q3 | $493K | Buy |
9,100
+453
| +5% | +$24.6K | 0.01% | 243 |
|
|
2020
Q2 | $448K | Sell |
8,647
-35
| -0.4% | -$1.82K | 0.01% | 245 |
|
|
2020
Q1 | $470K | Buy |
8,682
+64
| +0.7% | +$3.47K | 0.01% | 235 |
|
|
2019
Q4 | $549K | Buy |
8,618
+14
| +0.2% | +$892 | 0.01% | 255 |
|
|
2019
Q3 | $531K | Buy |
8,604
+4,174
| +94% | +$258K | 0.01% | 246 |
|
|
2019
Q2 | $245K | Buy |
4,430
+15
| +0.3% | +$829 | 0.01% | 243 |
|
|
2019
Q1 | $228K | Buy |
4,415
+416
| +10% | +$21.5K | 0.01% | 244 |
|
|
2018
Q4 | $176K | Sell |
3,999
-2,382
| -37% | -$105K | 0.01% | 259 |
|
|
2018
Q3 | $278K | Buy |
6,381
+18
| +0.3% | +$785 | 0.01% | 231 |
|
|
2018
Q2 | $295K | Buy |
6,363
+675
| +12% | +$31.3K | 0.01% | 224 |
|
|
2018
Q1 | $254K | Buy |
+5,688
| New | +$254K | 0.01% | 232 |
|