BCS Wealth Management’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
Q2 | $420K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $223K | Buy |
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