BWM
BCS Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+4,572
| New | +$420K | 0.09% | 171 |
|
|
2022
Q3 | – | Sell |
-4,407
| Closed | -$314K | – | 192 |
|
|
2022
Q2 | $314K | Sell |
4,407
-262
| -6% | -$18.7K | 0.14% | 130 |
|
|
2022
Q1 | $339K | Sell |
4,669
-3,708
| -44% | -$269K | 0.14% | 138 |
|
|
2021
Q4 | $574K | Buy |
8,377
+4,069
| +94% | +$279K | 0.21% | 97 |
|
|
2021
Q3 | $267K | Hold |
4,308
| – | – | 0.11% | 148 |
|
|
2021
Q2 | $261K | Hold |
4,308
| – | – | 0.14% | 133 |
|
|
2021
Q1 | $268K | Hold |
4,308
| – | – | 0.13% | 131 |
|
|
2020
Q4 | $265K | Hold |
4,308
| – | – | 0.14% | 114 |
|
|
2020
Q3 | $234K | Hold |
4,308
| – | – | 0.13% | 114 |
|
|
2020
Q2 | $223K | Buy |
+4,308
| New | +$223K | 0.13% | 112 |
|