BA
BCM Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-71,158
| Closed | -$4.44M | – | 55 |
|
|
2021
Q3 | $4.44M | Sell |
71,158
-1,880
| -3% | -$117K | 1.19% | 9 |
|
|
2021
Q2 | $4.59M | Sell |
73,038
-4,004
| -5% | -$251K | 1.24% | 9 |
|
|
2021
Q1 | $5.03M | Sell |
77,042
-349
| -0.5% | -$22.8K | 1.52% | 9 |
|
|
2020
Q4 | $4.75M | Sell |
77,391
-1,600
| -2% | -$98.3K | 1.56% | 11 |
|
|
2020
Q3 | $4.61M | Sell |
78,991
-200
| -0.3% | -$11.7K | 1.7% | 11 |
|
|
2020
Q2 | $4.11M | Sell |
79,191
-180
| -0.2% | -$9.33K | 1.72% | 12 |
|
|
2020
Q1 | $4.3M | Sell |
79,371
-3,026
| -4% | -$164K | 2.07% | 12 |
|
|
2019
Q4 | $5.25M | Buy |
82,397
+1
| +0% | +$64 | 1.91% | 14 |
|
|
2019
Q3 | $5.09M | Sell |
82,396
-1,030
| -1% | -$63.6K | 2.19% | 13 |
|
|
2019
Q2 | $4.61M | Buy |
83,426
+255
| +0.3% | +$14.1K | 2.11% | 13 |
|
|
2019
Q1 | $4.3M | Sell |
83,171
-1
| -0% | -$52 | 2.03% | 14 |
|
|
2018
Q4 | $3.65M | Buy |
83,172
+1
| +0% | +$44 | 1.86% | 16 |
|
|
2018
Q3 | $3.63M | Sell |
83,171
-529
| -0.6% | -$23.1K | 1.9% | 15 |
|
|
2018
Q2 | $3.88M | Hold |
83,700
| – | – | 2.14% | 14 |
|
|
2018
Q1 | $3.74M | Sell |
83,700
-700
| -0.8% | -$31.3K | 2.21% | 15 |
|
|
2017
Q4 | $4.06M | Hold |
84,400
| – | – | 2.34% | 12 |
|
|
2017
Q3 | $4.15M | Hold |
84,400
| – | – | 2.55% | 12 |
|
|
2017
Q2 | $4.04M | Sell |
84,400
-1,500
| -2% | -$71.8K | 2.55% | 12 |
|
|
2017
Q1 | $4.28M | Hold |
85,900
| – | – | 2.7% | 12 |
|
|
2016
Q4 | $4.23M | Buy |
+85,900
| New | +$4.23M | 2.79% | 13 |
|