BFSG LLC’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.9M Buy
2025
Q2
$6.63M Buy
2025
Q1
$6.63M Sell
2024
Q4
$5.98M Sell
2024
Q3
$6.66M Sell
2024
Q2
$5.79M Buy
2024
Q1
$104K Buy
2023
Q4
$99.2K Buy
2018
Q3
Sell
2018
Q2
$1.01M Sell
2018
Q1
$1.26M Sell
2017
Q4
$1.45M Buy
2017
Q3
$1.47M Sell
2017
Q2
$1.45M Buy
2017
Q1
$1.5M Buy