BWM
BerganKDV Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $139K | Sell |
1,984
-10
| -0.5% | -$703 | 0.01% | 261 |
|
|
2023
Q1 | $139K | Sell |
1,994
-127
| -6% | -$8.84K | 0.01% | 276 |
|
|
2022
Q4 | $151K | Buy |
2,121
+131
| +7% | +$9.35K | 0.02% | 258 |
|
|
2022
Q3 | $135K | Sell |
1,990
-337
| -14% | -$22.9K | 0.02% | 261 |
|
|
2022
Q2 | $166K | Buy |
2,327
+1
| +0% | +$71 | 0.02% | 252 |
|
|
2022
Q1 | $169K | Buy |
2,326
+2
| +0.1% | +$145 | 0.02% | 255 |
|
|
2021
Q4 | $159K | Sell |
2,324
-598
| -20% | -$40.9K | 0.02% | 280 |
|
|
2021
Q3 | $181K | Buy |
2,922
+1
| +0% | +$62 | 0.02% | 253 |
|
|
2021
Q2 | $177K | Buy |
2,921
+602
| +26% | +$36.5K | 0.02% | 256 |
|
|
2021
Q1 | $144K | Buy |
2,319
+2
| +0.1% | +$124 | 0.02% | 265 |
|
|
2020
Q4 | $142K | Buy |
2,317
+2
| +0.1% | +$123 | 0.02% | 247 |
|
|
2020
Q3 | $126K | Buy |
2,315
+2
| +0.1% | +$109 | 0.02% | 245 |
|
|
2020
Q2 | $120K | Sell |
2,313
-294
| -11% | -$15.3K | 0.02% | 265 |
|
|
2020
Q1 | $141K | Buy |
2,607
+2
| +0.1% | +$108 | 0.03% | 230 |
|
|
2019
Q4 | $166K | Buy |
2,605
+69
| +3% | +$4.4K | 0.03% | 237 |
|
|
2019
Q3 | $157K | Buy |
2,536
+2
| +0.1% | +$124 | 0.03% | 221 |
|
|
2019
Q2 | $140K | Sell |
2,534
-98
| -4% | -$5.41K | 0.03% | 239 |
|
|
2019
Q1 | $136K | Buy |
2,632
+2
| +0.1% | +$103 | 0.03% | 248 |
|
|
2018
Q4 | $116K | Buy |
2,630
+97
| +4% | +$4.28K | 0.03% | 221 |
|
|
2018
Q3 | $110K | Sell |
2,533
-284
| -10% | -$12.3K | 0.02% | 247 |
|
|
2018
Q2 | $130K | Buy |
+2,817
| New | +$130K | 0.03% | 227 |
|
|
2018
Q1 | – | Sell |
-7,066
| Closed | -$340K | – | 203 |
|
|
2017
Q4 | $340K | Sell |
7,066
-26
| -0.4% | -$1.25K | 0.08% | 147 |
|
|
2017
Q3 | $349K | Sell |
7,092
-439
| -6% | -$21.6K | 0.09% | 152 |
|
|
2017
Q2 | $361K | Buy |
7,531
+1
| +0% | +$48 | 0.1% | 134 |
|
|
2017
Q1 | $375K | Sell |
7,530
-3,033
| -29% | -$151K | 0.11% | 130 |
|
|
2016
Q4 | $520K | Sell |
10,563
-1,742
| -14% | -$85.8K | 0.17% | 113 |
|
|
2016
Q3 | $631K | Buy |
12,305
+3,181
| +35% | +$163K | 0.22% | 98 |
|
|
2016
Q2 | $489K | Hold |
9,124
| – | – | 0.21% | 105 |
|
|
2016
Q1 | $472K | Buy |
+9,124
| New | +$472K | 0.28% | 95 |
|