BFO
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Biltmore Family Office’s Southern Company SO Stock Holding History

Biltmore Family Office’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.82M Sell
30,697
-75
-0.2% -$6.89K 0.48% 41
2025
Q1 		$2.83M Hold
30,772
– – 0.48% 40
2024
Q4 		$2.53M Buy
30,772
+75
+0.2% +$6.17K 0.43% 43
2024
Q3 		$2.77M Buy
30,697
+45
+0.1% +$4.06K 0.47% 43
2024
Q2 		$2.38M Hold
30,652
– – 0.44% 45
2024
Q1 		$2.2M Hold
30,652
– – 0.43% 47
2023
Q4 		$2.15M Sell
30,652
-5,577
-15% -$391K 0.44% 43
2023
Q3 		$2.34M Sell
36,229
-244
-0.7% -$15.8K 0.53% 34
2023
Q2 		$2.56M Hold
36,473
– – 0.54% 28
2023
Q1 		$2.54M Buy
36,473
+19,015
+109% +$1.32M 0.53% 33
2022
Q4 		$1.25M Buy
17,458
+590
+3% +$42.1K 0.26% 58
2022
Q3 		$1.15M Buy
16,868
+19
+0.1% +$1.29K 0.26% 54
2022
Q2 		$1.2M Hold
16,849
– – 0.3% 55
2022
Q1 		$1.22M Hold
16,849
– – 0.26% 61
2021
Q4 		$1.16M Buy
16,849
+1,558
+10% +$107K 0.22% 72
2021
Q3 		$948K Sell
15,291
-500
-3% -$31K 0.23% 70
2021
Q2 		$956K Buy
15,791
+41
+0.3% +$2.48K 0.27% 64
2021
Q1 		$979K Sell
15,750
-1,060
-6% -$65.9K 0.31% 55
2020
Q4 		$1.03M Buy
16,810
+1,560
+10% +$95.9K 0.31% 51
2020
Q3 		$827K Hold
15,250
– – 0.46% 53
2020
Q2 		$791K Hold
15,250
– – 0.48% 57
2020
Q1 		$826K Buy
15,250
+250
+2% +$13.5K 0.54% 54
2019
Q4 		$956K Hold
15,000
– – 0.38% 66
2019
Q3 		$927K Hold
15,000
– – 0.4% 70
2019
Q2 		$829K Hold
15,000
– – 0.45% 61
2019
Q1 		$775K Hold
15,000
– – 0.39% 68
2018
Q4 		$659K Hold
15,000
– – 0.37% 74
2018
Q3 		$654K Hold
15,000
– – 0.31% 81
2018
Q2 		$695K Hold
15,000
– – 0.35% 73
2018
Q1 		$670K Sell
15,000
-1,194
-7% -$53.3K 0.3% 86
2017
Q4 		$779K Buy
+16,194
New +$779K 0.35% 76