BA
Bellwether Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3K | Hold |
25
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $2.3K | Hold |
25
| – | – | ﹤0.01% | 426 |
|
|
2024
Q4 | $2.06K | Buy |
+25
| New | +$2.06K | ﹤0.01% | 443 |
|
|
2023
Q2 | – | Sell |
-776
| Closed | -$54K | – | 398 |
|
|
2023
Q1 | $54K | Sell |
776
-10,988
| -93% | -$765K | 0.01% | 187 |
|
|
2022
Q4 | $840K | Sell |
11,764
-20,367
| -63% | -$1.45M | 0.24% | 73 |
|
|
2022
Q3 | $2.18M | Buy |
32,131
+32,087
| +72,925% | +$2.18M | 0.72% | 34 |
|
|
2022
Q2 | $3K | Sell |
44
-262
| -86% | -$17.9K | ﹤0.01% | 321 |
|
|
2022
Q1 | $22K | Sell |
306
-1,401
| -82% | -$101K | 0.01% | 248 |
|
|
2021
Q4 | $117K | Buy |
1,707
+1,401
| +458% | +$96K | 0.04% | 148 |
|
|
2021
Q3 | $18K | Buy |
+306
| New | +$18K | 0.01% | 258 |
|