BBA
Braun-Bostich & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
2,624
+314
| +14% | +$28.8K | 0.16% | 102 |
|
|
2025
Q1 | $212K | Buy |
+2,310
| New | +$212K | 0.16% | 105 |
|
|
2024
Q4 | – | Sell |
-2,234
| Closed | -$201K | – | 116 |
|
|
2024
Q3 | $201K | Buy |
+2,234
| New | +$201K | 0.14% | 113 |
|
|
2022
Q1 | – | Sell |
-5,487
| Closed | -$377K | – | 131 |
|
|
2021
Q4 | $377K | Buy |
+5,487
| New | +$377K | 0.09% | 69 |
|
|
2020
Q4 | – | Sell |
-4,332
| Closed | -$235K | – | 184 |
|
|
2020
Q3 | $235K | Sell |
4,332
-4,716
| -52% | -$256K | 0.23% | 74 |
|
|
2020
Q2 | $469K | Hold |
9,048
| – | – | 0.46% | 37 |
|
|
2020
Q1 | $454K | Sell |
9,048
-900
| -9% | -$45.2K | 0.58% | 32 |
|
|
2019
Q4 | $623K | Buy |
9,948
+1,701
| +21% | +$107K | 0.61% | 31 |
|
|
2019
Q3 | $509K | Buy |
8,247
+359
| +5% | +$22.2K | 0.59% | 33 |
|
|
2019
Q2 | $436K | Buy |
7,888
+1,220
| +18% | +$67.4K | 0.46% | 37 |
|
|
2019
Q1 | $345K | Sell |
6,668
-2,270
| -25% | -$117K | 0.36% | 72 |
|
|
2018
Q4 | $393K | Sell |
8,938
-201
| -2% | -$8.84K | 0.42% | 76 |
|
|
2018
Q3 | $398K | Sell |
9,139
-694
| -7% | -$30.2K | 0.38% | 79 |
|
|
2018
Q2 | $455K | Hold |
9,833
| – | – | 0.46% | 76 |
|
|
2018
Q1 | $439K | Buy |
9,833
+1,203
| +14% | +$53.7K | 0.38% | 84 |
|
|
2017
Q4 | $415K | Buy |
+8,630
| New | +$415K | 0.35% | 76 |
|