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 |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $538K | Buy |
|
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|
2024
Q3 | $578K | Sell |
|
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|
2024
Q2 | $532K | Buy |
|
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|
2024
Q1 | $468K | Buy |
|
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|
2023
Q4 | $456K | Sell |
|
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $435K | Sell |
|
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $254K | Buy |
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