BWS
BCR Wealth Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
6,292
+7
| +0.1% | +$642 | 0.22% | 15 |
|
|
2025
Q1 | $577K | Sell |
6,285
-251
| -4% | -$23K | 0.25% | 16 |
|
|
2024
Q4 | $538K | Buy |
6,536
+118
| +2% | +$9.71K | 0.25% | 15 |
|
|
2024
Q3 | $578K | Sell |
6,418
-442
| -6% | -$39.8K | 0.27% | 16 |
|
|
2024
Q2 | $532K | Buy |
6,860
+342
| +5% | +$26.5K | 0.35% | 14 |
|
|
2024
Q1 | $468K | Buy |
6,518
+13
| +0.2% | +$933 | 0.32% | 14 |
|
|
2023
Q4 | $456K | Sell |
6,505
-27
| -0.4% | -$1.89K | 0.33% | 14 |
|
|
2023
Q3 | $422K | Buy |
6,532
+337
| +5% | +$21.8K | 0.34% | 14 |
|
|
2023
Q2 | $435K | Sell |
6,195
-46
| -0.7% | -$3.23K | 0.34% | 14 |
|
|
2023
Q1 | $434K | Buy |
6,241
+10
| +0.2% | +$695 | 0.35% | 14 |
|
|
2022
Q4 | $444K | Buy |
6,231
+61
| +1% | +$4.35K | 0.38% | 13 |
|
|
2022
Q3 | $420K | Buy |
6,170
+4
| +0.1% | +$272 | 0.43% | 13 |
|
|
2022
Q2 | $440K | Buy |
6,166
+397
| +7% | +$28.3K | 0.45% | 13 |
|
|
2022
Q1 | $418K | Buy |
5,769
+2,066
| +56% | +$150K | 0.4% | 12 |
|
|
2021
Q4 | $254K | Buy |
+3,703
| New | +$254K | 0.24% | 14 |
|