BWAM
Boyd Watterson Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Sell |
751
-147
| -16% | -$13.5K | 0.02% | 164 |
|
|
2025
Q1 | $82.6K | Sell |
898
-138
| -13% | -$12.7K | 0.03% | 161 |
|
|
2024
Q4 | $85.3K | Hold |
1,036
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $93.4K | Sell |
1,036
-34
| -3% | -$3.07K | 0.03% | 152 |
|
|
2024
Q2 | $83K | Hold |
1,070
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $76.8K | Hold |
1,070
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $75K | Hold |
1,070
| – | – | 0.03% | 161 |
|
|
2023
Q3 | $69.3K | Sell |
1,070
-5
| -0.5% | -$324 | 0.03% | 162 |
|
|
2023
Q2 | $75.5K | Hold |
1,075
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $74.8K | Hold |
1,075
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $76.8K | Buy |
+1,075
| New | +$76.8K | 0.03% | 169 |
|