Bragg Financial Advisors’s Southern Company SO Stock Holding History

Bragg Financial Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.1M	Buy	146,424 +1,288	+0.9%	+$119K	0.45%	89
2025 Q4	$12.7M	Sell	145,136 -1,326	-0.9%	-$121K	0.41%	97
2025 Q3	$13.9M	Sell	146,462 -3,750	-2%	-$350K	0.46%	81
2025 Q2	$13.8M	Sell	150,212 -763	-0.5%	-$68.5K	0.49%	77
2025 Q1	$13.9M	Buy	150,975 +1,251	+0.8%	+$108K	0.57%	73
2024 Q4	$12.3M	Sell	149,724 -145	-0.1%	-$12.7K	0.5%	78
2024 Q3	$13.5M	Buy	149,869 +1,655	+1%	+$141K	0.56%	73
2024 Q2	$11.5M	Buy	148,214 +955	+0.6%	+$72.4K	0.51%	79
2024 Q1	$10.6M	Buy	147,259 +2,668	+2%	+$184K	0.47%	90
2023 Q4	$10.1M	Buy	144,591 +3,199	+2%	+$220K	0.48%	84
2023 Q3	$9.15M	Buy	141,392 +3,185	+2%	+$221K	0.48%	79
2023 Q2	$9.71M	Buy	138,207 +7,429	+6%	+$533K	0.53%	80
2023 Q1	$9.1M	Buy	130,778 +4,618	+4%	+$311K	0.54%	79
2022 Q4	$9.01M	Buy	126,160 +12,444	+11%	+$832K	0.55%	73
2022 Q3	$7.73M	Buy	113,716 +5,454	+5%	+$413K	0.53%	77
2022 Q2	$7.72M	Buy	108,262 +4,536	+4%	+$333K	0.51%	81
2022 Q1	$7.52M	Sell	103,726 -6,120	-6%	-$414K	0.44%	91
2021 Q4	$6.81M	Hold	109,846	–	–	0.44%	92
2021 Q3	$6.81M	Sell	109,846 -3,797	-3%	-$244K	0.44%	92
2021 Q2	$6.88M	Sell	113,643 -3,625	-3%	-$232K	0.44%	91
2021 Q1	$7.29M	Sell	117,268 -11,848	-9%	-$709K	0.49%	84
2020 Q4	$7.93M	Buy	129,116 +443	+0.3%	+$26.6K	0.69%	53
2020 Q3	$6.98M	Buy	128,673 +1,324	+1%	+$70.8K	0.72%	51
2020 Q2	$6.6M	Sell	127,349 -4,818	-4%	-$268K	0.74%	50
2020 Q1	$7.16M	Sell	132,167 -5,303	-4%	-$336K	0.96%	32
2019 Q4	$8.76M	Sell	137,470 -1,077	-0.8%	-$66.7K	0.98%	32
2019 Q3	$8.56M	Sell	138,547 -2,125	-2%	-$123K	1.04%	27
2019 Q2	$7.78M	Sell	140,672 -1,380	-1%	-$73.9K	0.96%	31
2019 Q1	$7.34M	Sell	142,052 -3,066	-2%	-$150K	0.95%	34
2018 Q4	$6.37M	Buy	145,118 +2,498	+2%	+$114K	0.96%	32
2018 Q3	$6.22M	Buy	142,620 +3,570	+3%	+$165K	0.84%	40
2018 Q2	$6.44M	Buy	139,050 +1,797	+1%	+$80.4K	0.92%	37
2018 Q1	$6.13M	Buy	137,253 +6,263	+5%	+$278K	0.9%	34
2017 Q4	$6.3M	Buy	130,990 +2,772	+2%	+$141K	0.9%	33
2017 Q3	$6.3M	Buy	128,218 +1,010	+0.8%	+$49K	0.97%	28
2017 Q2	$6.09M	Buy	127,208 +3,056	+2%	+$153K	0.96%	26
2017 Q1	$6.18M	Buy	124,152 +812	+0.7%	+$40.1K	0.99%	23
2016 Q4	$6.07M	Buy	123,340 +1,605	+1%	+$78.9K	1%	19
2016 Q3	$6.25M	Buy	121,735 +332	+0.3%	+$17.5K	1.12%	15
2016 Q2	$6.51M	Buy	121,403 +3,535	+3%	+$178K	1.17%	9
2016 Q1	$6.1M	Buy	117,868 +302	+0.3%	+$14.7K	1.17%	9
2015 Q4	$5.5M	Buy	117,566 +4,883	+4%	+$221K	1.18%	12
2015 Q3	$5.04M	Buy	112,683 +6,225	+6%	+$273K	1.2%	16
2015 Q2	$4.46M	Buy	106,458 +2,726	+3%	+$119K	1.02%	22
2015 Q1	$4.59M	Buy	103,732 +8,152	+9%	+$387K	1.06%	22
2014 Q4	$4.69M	Sell	95,580 -330	-0.3%	-$15.6K	1.14%	18
2014 Q3	$4.19M	Sell	95,910 -240	-0.2%	-$10.5K	1.06%	21
2014 Q2	$4.36M	Buy	96,150 +842	+0.9%	+$37.2K	1.05%	22
2014 Q1	$4.19M	Buy	95,308 +3,556	+4%	+$149K	1.02%	21
2013 Q4	$3.77M	Buy	91,752 +2,912	+3%	+$120K	0.91%	29
2013 Q3	$3.66M	Buy	88,840 +1,476	+2%	+$63.6K	0.95%	25
2013 Q2	$3.85M	Buy	+87,364	New	+$4.02M	1.06%	20