BWM
Biltmore Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
3,196
+2
| +0.1% | +$184 | 0.12% | 53 |
|
|
2025
Q1 | $294K | Buy |
3,194
+3
| +0.1% | +$276 | 0.12% | 52 |
|
|
2024
Q4 | $263K | Buy |
3,191
+2
| +0.1% | +$165 | 0.11% | 51 |
|
|
2024
Q3 | $288K | Buy |
3,189
+2
| +0.1% | +$180 | 0.12% | 50 |
|
|
2024
Q2 | $247K | Buy |
3,187
+5
| +0.2% | +$388 | 0.11% | 50 |
|
|
2024
Q1 | $223K | Hold |
3,182
| – | – | 0.11% | 51 |
|
|
2023
Q4 | $223K | Buy |
3,182
+3
| +0.1% | +$210 | 0.11% | 51 |
|
|
2023
Q3 | $206K | Buy |
3,179
+3
| +0.1% | +$194 | 0.1% | 51 |
|
|
2023
Q2 | $223K | Buy |
3,176
+2
| +0.1% | +$141 | 0.09% | 50 |
|
|
2023
Q1 | $221K | Buy |
3,174
+3
| +0.1% | +$209 | 0.09% | 47 |
|
|
2022
Q4 | $226K | Buy |
3,171
+2
| +0.1% | +$143 | 0.1% | 46 |
|
|
2022
Q3 | $215K | Buy |
3,169
+2
| +0.1% | +$136 | 0.1% | 44 |
|
|
2022
Q2 | $226K | Buy |
3,167
+3
| +0.1% | +$214 | 0.1% | 45 |
|
|
2022
Q1 | $229K | Buy |
3,164
+2
| +0.1% | +$145 | 0.09% | 49 |
|
|
2021
Q4 | $217K | Buy |
+3,162
| New | +$217K | 0.08% | 50 |
|