BCA
Bay Colony Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
19,961
-8,738
| -30% | -$802K | 0.25% | 83 |
|
|
2025
Q1 | $2.62M | Buy |
28,699
+129
| +0.5% | +$11.8K | 0.4% | 53 |
|
|
2024
Q4 | $2.35M | Buy |
28,570
+73
| +0.3% | +$6.01K | 0.35% | 64 |
|
|
2024
Q3 | $2.57M | Buy |
28,497
+42
| +0.1% | +$3.79K | 0.39% | 54 |
|
|
2024
Q2 | $2.21M | Sell |
28,455
-347
| -1% | -$26.9K | 0.37% | 57 |
|
|
2024
Q1 | $2.07M | Buy |
28,802
+3,074
| +12% | +$221K | 0.36% | 63 |
|
|
2023
Q4 | $1.8M | Buy |
25,728
+3,390
| +15% | +$238K | 0.35% | 68 |
|
|
2023
Q3 | $1.45M | Buy |
22,338
+3,148
| +16% | +$204K | 0.35% | 70 |
|
|
2023
Q2 | $1.35M | Buy |
19,190
+1,903
| +11% | +$134K | 0.33% | 77 |
|
|
2023
Q1 | $1.19M | Buy |
17,287
+1,513
| +10% | +$104K | 0.32% | 81 |
|
|
2022
Q4 | $1.13M | Buy |
15,774
+2,467
| +19% | +$176K | 0.3% | 89 |
|
|
2022
Q3 | $905K | Sell |
13,307
-4,814
| -27% | -$327K | 0.27% | 97 |
|
|
2022
Q2 | $1.39M | Sell |
18,121
-1,908
| -10% | -$147K | 0.35% | 66 |
|
|
2022
Q1 | $1.45M | Buy |
20,029
+2,269
| +13% | +$164K | 0.35% | 73 |
|
|
2021
Q4 | $1.22M | Buy |
17,760
+991
| +6% | +$68K | 0.35% | 86 |
|
|
2021
Q3 | $1.04M | Buy |
16,769
+154
| +0.9% | +$9.54K | 0.34% | 87 |
|
|
2021
Q2 | $1.01M | Buy |
16,615
+205
| +1% | +$12.4K | 0.34% | 90 |
|
|
2021
Q1 | $1.02M | Buy |
16,410
+5,633
| +52% | +$350K | 0.39% | 78 |
|
|
2020
Q4 | $662K | Sell |
10,777
-598
| -5% | -$36.7K | 0.35% | 90 |
|
|
2020
Q3 | $617K | Buy |
11,375
+1,563
| +16% | +$84.8K | 0.38% | 80 |
|
|
2020
Q2 | $509K | Buy |
9,812
+3,507
| +56% | +$182K | 0.37% | 87 |
|
|
2020
Q1 | $341K | Buy |
6,305
+1,323
| +27% | +$71.6K | 0.31% | 104 |
|
|
2019
Q4 | $340K | Buy |
4,982
+82
| +2% | +$5.6K | 0.22% | 156 |
|
|
2019
Q3 | $303K | Hold |
4,900
| – | – | 0.21% | 173 |
|
|
2019
Q2 | $271K | Buy |
4,900
+4
| +0.1% | +$221 | 0.17% | 162 |
|
|
2019
Q1 | $251K | Buy |
4,896
+282
| +6% | +$14.5K | 0.17% | 167 |
|
|
2018
Q4 | $203K | Sell |
4,614
-200
| -4% | -$8.8K | 0.17% | 146 |
|
|
2018
Q3 | $210K | Hold |
4,814
| – | – | 0.16% | 164 |
|
|
2018
Q2 | $223K | Buy |
+4,814
| New | +$223K | 0.16% | 138 |
|