BFA
Benedict Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
20,701
+9
| +0% | +$826 | 0.43% | 79 |
|
|
2025
Q1 | $1.9M | Buy |
20,692
+21
| +0.1% | +$1.93K | 0.44% | 78 |
|
|
2024
Q4 | $1.7M | Buy |
20,671
+2,747
| +15% | +$226K | 0.41% | 81 |
|
|
2024
Q3 | $1.62M | Buy |
17,924
+186
| +1% | +$16.8K | 0.38% | 82 |
|
|
2024
Q2 | $1.38M | Buy |
17,738
+21
| +0.1% | +$1.63K | 0.35% | 85 |
|
|
2024
Q1 | $1.27M | Sell |
17,717
-4
| -0% | -$287 | 0.32% | 88 |
|
|
2023
Q4 | $1.24M | Sell |
17,721
-7
| -0% | -$491 | 0.34% | 88 |
|
|
2023
Q3 | $1.15M | Sell |
17,728
-5
| -0% | -$324 | 0.33% | 87 |
|
|
2023
Q2 | $1.25M | Sell |
17,733
-24
| -0.1% | -$1.69K | 0.34% | 88 |
|
|
2023
Q1 | $1.24M | Buy |
17,757
+808
| +5% | +$56.2K | 0.35% | 86 |
|
|
2022
Q4 | $1.21M | Buy |
16,949
+245
| +1% | +$17.5K | 0.36% | 82 |
|
|
2022
Q3 | $1.14M | Sell |
16,704
-53
| -0.3% | -$3.6K | 0.36% | 86 |
|
|
2022
Q2 | $1.2M | Sell |
16,757
-190
| -1% | -$13.6K | 0.35% | 86 |
|
|
2022
Q1 | $1.23M | Buy |
16,947
+208
| +1% | +$15.1K | 0.33% | 85 |
|
|
2021
Q4 | $1.15M | Sell |
16,739
-276
| -2% | -$18.9K | 0.3% | 92 |
|
|
2021
Q3 | $1.05M | Buy |
17,015
+1,640
| +11% | +$102K | 0.29% | 93 |
|
|
2021
Q2 | $930K | Buy |
15,375
+72
| +0.5% | +$4.36K | 0.26% | 94 |
|
|
2021
Q1 | $951K | Buy |
15,303
+20
| +0.1% | +$1.24K | 0.27% | 93 |
|
|
2020
Q4 | $939K | Sell |
15,283
-26
| -0.2% | -$1.6K | 0.34% | 75 |
|
|
2020
Q3 | $830K | Buy |
15,309
+365
| +2% | +$19.8K | 0.32% | 78 |
|
|
2020
Q2 | $775K | Buy |
14,944
+15
| +0.1% | +$778 | 0.32% | 81 |
|
|
2020
Q1 | $808K | Sell |
14,929
-314
| -2% | -$17K | 0.38% | 76 |
|
|
2019
Q4 | $971K | Buy |
15,243
+18
| +0.1% | +$1.15K | 0.38% | 77 |
|
|
2019
Q3 | $940K | Sell |
15,225
-978
| -6% | -$60.4K | 0.39% | 79 |
|
|
2019
Q2 | $896K | Sell |
16,203
-349
| -2% | -$19.3K | 0.37% | 78 |
|
|
2019
Q1 | $855K | Sell |
16,552
-583
| -3% | -$30.1K | 0.37% | 77 |
|
|
2018
Q4 | $753K | Buy |
17,135
+48
| +0.3% | +$2.11K | 0.37% | 76 |
|
|
2018
Q3 | $745K | Sell |
17,087
-208
| -1% | -$9.07K | 0.33% | 78 |
|
|
2018
Q2 | $801K | Sell |
17,295
-102
| -0.6% | -$4.72K | 0.4% | 74 |
|
|
2018
Q1 | $777K | Sell |
17,397
-102
| -0.6% | -$4.56K | 0.39% | 74 |
|
|
2017
Q4 | $842K | Buy |
17,499
+250
| +1% | +$12K | 0.41% | 72 |
|
|
2017
Q3 | $848K | Sell |
17,249
-649
| -4% | -$31.9K | 0.44% | 69 |
|
|
2017
Q2 | $857K | Buy |
17,898
+291
| +2% | +$13.9K | 0.45% | 64 |
|
|
2017
Q1 | $876K | Sell |
17,607
-127
| -0.7% | -$6.32K | 0.48% | 62 |
|
|
2016
Q4 | $872K | Buy |
17,734
+57
| +0.3% | +$2.8K | 0.5% | 60 |
|
|
2016
Q3 | $897K | Buy |
17,677
+50
| +0.3% | +$2.54K | 0.52% | 57 |
|
|
2016
Q2 | $949K | Sell |
17,627
-48
| -0.3% | -$2.58K | 0.56% | 54 |
|
|
2016
Q1 | $914K | Sell |
17,675
-343
| -2% | -$17.7K | 0.56% | 55 |
|
|
2015
Q4 | $843K | Buy |
18,018
+55
| +0.3% | +$2.57K | 0.53% | 56 |
|
|
2015
Q3 | $803K | Buy |
17,963
+387
| +2% | +$17.3K | 0.56% | 55 |
|
|
2015
Q2 | $755K | Sell |
17,576
-276
| -2% | -$11.9K | 0.49% | 60 |
|
|
2015
Q1 | $789K | Buy |
17,852
+52
| +0.3% | +$2.3K | 0.51% | 58 |
|
|
2014
Q4 | $857K | Buy |
+17,800
| New | +$857K | 0.56% | 57 |
|