BW
Bison Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.65M | Sell |
20,103
-11,413
| -36% | -$939K | 0.36% | 60 |
|
|
2024
Q3 | $2.84M | Sell |
31,516
-11,222
| -26% | -$1.01M | 0.45% | 50 |
|
|
2024
Q2 | $3.07M | Hold |
42,738
| – | – | 0.5% | 50 |
|
|
2024
Q1 | $3.07M | Sell |
42,738
-471
| -1% | -$33.8K | 0.5% | 50 |
|
|
2023
Q4 | $3.03M | Sell |
43,209
-99
| -0.2% | -$6.94K | 0.54% | 40 |
|
|
2023
Q3 | $2.8M | Sell |
43,308
-234
| -0.5% | -$15.1K | 0.54% | 41 |
|
|
2023
Q2 | $3.06M | Buy |
43,542
+1,070
| +3% | +$75.2K | 0.57% | 39 |
|
|
2023
Q1 | $3.17M | Buy |
42,472
+3,257
| +8% | +$243K | 0.98% | 19 |
|
|
2022
Q4 | $2.64M | Buy |
39,215
+1,367
| +4% | +$92.2K | 0.84% | 27 |
|
|
2022
Q3 | $2.57M | Buy |
37,848
+612
| +2% | +$41.6K | 1.01% | 16 |
|
|
2022
Q2 | $2.66M | Buy |
37,236
+131
| +0.4% | +$9.34K | 1.52% | 12 |
|
|
2022
Q1 | $2.69M | Buy |
37,105
+620
| +2% | +$45K | 1.37% | 11 |
|
|
2021
Q4 | $2.5M | Sell |
36,485
-4,142
| -10% | -$284K | 1.46% | 11 |
|
|
2021
Q3 | $2.52M | Buy |
40,627
+2,018
| +5% | +$125K | 1.15% | 15 |
|
|
2021
Q2 | $2.34M | Buy |
38,609
+708
| +2% | +$42.8K | 1.02% | 16 |
|
|
2021
Q1 | $2.36M | Sell |
37,901
-766
| -2% | -$47.6K | 1.01% | 16 |
|
|
2020
Q4 | $2.38M | Buy |
38,667
+25
| +0.1% | +$1.54K | 1.11% | 15 |
|
|
2020
Q3 | $2.1M | Buy |
38,642
+6,059
| +19% | +$328K | 1.23% | 15 |
|
|
2020
Q2 | $1.69M | Buy |
32,583
+922
| +3% | +$47.8K | 1.07% | 17 |
|
|
2020
Q1 | $1.71M | Sell |
31,661
-4,030
| -11% | -$218K | 1.24% | 15 |
|
|
2019
Q4 | $2.27M | Buy |
35,691
+5,100
| +17% | +$325K | 1.09% | 16 |
|
|
2019
Q3 | $1.89M | Sell |
30,591
-1,078
| -3% | -$66.6K | 1.05% | 24 |
|
|
2019
Q2 | $1.75M | Buy |
31,669
+534
| +2% | +$29.5K | 1.02% | 23 |
|
|
2019
Q1 | $1.61M | Sell |
31,135
-651
| -2% | -$33.6K | 0.99% | 25 |
|
|
2018
Q4 | $1.4M | Buy |
31,786
+1,340
| +4% | +$58.9K | 1.01% | 26 |
|
|
2018
Q3 | $1.33M | Sell |
30,446
-1,035
| -3% | -$45.1K | 0.87% | 26 |
|
|
2018
Q2 | $1.46M | Buy |
31,481
+2,188
| +7% | +$101K | 1.09% | 21 |
|
|
2018
Q1 | $1.31M | Sell |
29,293
-3,262
| -10% | -$146K | 1% | 25 |
|
|
2017
Q4 | $1.57M | Buy |
32,555
+222
| +0.7% | +$10.7K | 1.15% | 17 |
|
|
2017
Q3 | $1.59M | Buy |
32,333
+841
| +3% | +$41.3K | 1.27% | 14 |
|
|
2017
Q2 | $1.51M | Sell |
31,492
-2,442
| -7% | -$117K | 1.25% | 18 |
|
|
2017
Q1 | $1.69M | Sell |
33,934
-3,708
| -10% | -$185K | 1.46% | 12 |
|
|
2016
Q4 | $1.85M | Sell |
37,642
-3,959
| -10% | -$195K | 1.58% | 12 |
|
|
2016
Q3 | $2.13M | Sell |
41,601
-1,817
| -4% | -$93.2K | 1.81% | 10 |
|
|
2016
Q2 | $2.33M | Sell |
43,418
-4,764
| -10% | -$256K | 1.4% | 17 |
|
|
2016
Q1 | $2.49M | Sell |
48,182
-15,692
| -25% | -$812K | 1.6% | 10 |
|
|
2015
Q4 | $2.99M | Sell |
63,874
-3,145
| -5% | -$147K | 1.7% | 7 |
|
|
2015
Q3 | $3M | Buy |
67,019
+10,239
| +18% | +$458K | 1.97% | 4 |
|
|
2015
Q2 | $2.38M | Sell |
56,780
-1,773
| -3% | -$74.3K | 1.39% | 11 |
|
|
2015
Q1 | $2.59M | Buy |
58,553
+3,465
| +6% | +$153K | 1.57% | 9 |
|
|
2014
Q4 | $2.71M | Buy |
+55,088
| New | +$2.71M | 2.05% | 7 |
|