BCR Wealth Strategies’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Sell
2025
Q2
$577K Buy
2025
Q1
$577K Sell
2024
Q4
$538K Buy
2024
Q3
$578K Sell
2024
Q2
$532K Buy
2024
Q1
$468K Buy
2023
Q4
$456K Sell
2023
Q3
$422K Buy
2023
Q2
$435K Sell
2023
Q1
$434K Buy
2022
Q4
$444K Buy
2022
Q3
$420K Buy
2022
Q2
$440K Buy
2022
Q1
$418K Buy
2021
Q4
$254K Buy