BWM
Birchcreek Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,836
| Closed | -$256K | – | 130 |
|
|
2024
Q3 | $256K | Buy |
2,836
+121
| +4% | +$10.9K | 0.17% | 99 |
|
|
2024
Q2 | $211K | Buy |
+2,715
| New | +$211K | 0.12% | 139 |
|
|
2021
Q1 | – | Sell |
-740
| Closed | -$45K | – | 260 |
|
|
2020
Q4 | $45K | Buy |
+740
| New | +$45K | 0.04% | 231 |
|