BWA
BlueChip Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
11,624
+1,845
| +19% | +$169K | 0.48% | 45 |
|
|
2025
Q1 | $899K | Buy |
9,779
+125
| +1% | +$11.5K | 0.44% | 48 |
|
|
2024
Q4 | $795K | Buy |
9,654
+1,767
| +22% | +$145K | 0.44% | 48 |
|
|
2024
Q3 | $711K | Sell |
7,887
-1,637
| -17% | -$148K | 0.37% | 58 |
|
|
2024
Q2 | $739K | Buy |
9,524
+127
| +1% | +$9.85K | 0.44% | 54 |
|
|
2024
Q1 | $674K | Sell |
9,397
-1,474
| -14% | -$106K | 0.43% | 49 |
|
|
2023
Q4 | $762K | Buy |
+10,871
| New | +$762K | 0.53% | 45 |
|