BL
BFSG LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Buy |
72,229
+85
| +0.1% | +$7.81K | 0.74% | 37 |
|
|
2025
Q1 | $6.63M | Sell |
72,144
-477
| -0.7% | -$43.9K | 0.81% | 32 |
|
|
2024
Q4 | $5.98M | Sell |
72,621
-1,183
| -2% | -$97.4K | 0.7% | 42 |
|
|
2024
Q3 | $6.66M | Sell |
73,804
-866
| -1% | -$78.1K | 0.77% | 34 |
|
|
2024
Q2 | $5.79M | Buy |
74,670
+73,214
| +5,028% | +$5.68M | 0.73% | 40 |
|
|
2024
Q1 | $104K | Buy |
1,456
+41
| +3% | +$2.94K | 0.01% | 303 |
|
|
2023
Q4 | $99.2K | Buy |
+1,415
| New | +$99.2K | 0.01% | 296 |
|
|
2018
Q3 | – | Sell |
-21,810
| Closed | -$1.01M | – | 136 |
|
|
2018
Q2 | $1.01M | Sell |
21,810
-6,375
| -23% | -$295K | 0.44% | 65 |
|
|
2018
Q1 | $1.26M | Sell |
28,185
-1,905
| -6% | -$85.1K | 0.56% | 63 |
|
|
2017
Q4 | $1.45M | Buy |
30,090
+130
| +0.4% | +$6.25K | 0.61% | 63 |
|
|
2017
Q3 | $1.47M | Sell |
29,960
-310
| -1% | -$15.2K | 0.66% | 56 |
|
|
2017
Q2 | $1.45M | Buy |
30,270
+55
| +0.2% | +$2.63K | 0.71% | 55 |
|
|
2017
Q1 | $1.5M | Buy |
+30,215
| New | +$1.5M | 0.76% | 56 |
|