BWA
BDO Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $269K | Buy |
3,834
+733
| +24% | +$51.5K | 0.03% | 230 |
|
|
2023
Q1 | $216K | Buy |
3,101
+2,651
| +589% | +$184K | 0.03% | 243 |
|
|
2022
Q4 | $32.1K | Hold |
450
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $31K | Hold |
450
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $32K | Hold |
450
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $33K | Sell |
450
-107
| -19% | -$7.85K | ﹤0.01% | 504 |
|
|
2021
Q4 | $38K | Buy |
557
+107
| +24% | +$7.3K | ﹤0.01% | 494 |
|
|
2021
Q3 | $28K | Sell |
450
-500
| -53% | -$31.1K | ﹤0.01% | 545 |
|
|
2021
Q2 | $57K | Buy |
950
+500
| +111% | +$30K | 0.01% | 450 |
|
|
2021
Q1 | $28K | Buy |
+450
| New | +$28K | ﹤0.01% | 557 |
|
|
2019
Q2 | – | Sell |
-911
| Closed | -$47K | – | 685 |
|
|
2019
Q1 | $47K | Sell |
911
-1,625
| -64% | -$83.8K | 0.01% | 289 |
|
|
2018
Q4 | $111K | Sell |
2,536
-1,790
| -41% | -$78.3K | 0.04% | 195 |
|
|
2018
Q3 | $189K | Buy |
4,326
+625
| +17% | +$27.3K | 0.06% | 161 |
|
|
2018
Q2 | $171K | Buy |
3,701
+607
| +20% | +$28K | 0.06% | 166 |
|
|
2018
Q1 | $138K | Sell |
3,094
-143
| -4% | -$6.38K | 0.05% | 154 |
|
|
2017
Q4 | $156K | Buy |
3,237
+1,796
| +125% | +$86.6K | 0.07% | 124 |
|
|
2017
Q3 | $71K | Hold |
1,441
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $69K | Buy |
+1,441
| New | +$69K | 0.03% | 205 |
|