BWS
Buck Wealth Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,421
| Closed | -$776K | – | 134 |
|
|
2024
Q4 | $776K | Buy |
9,421
+3,797
| +68% | +$313K | 0.16% | 54 |
|
|
2024
Q3 | $507K | Sell |
5,624
-3,042
| -35% | -$274K | 0.16% | 50 |
|
|
2024
Q2 | $672K | Sell |
8,666
-89,961
| -91% | -$6.98M | 0.2% | 50 |
|
|
2024
Q1 | $7.08M | Buy |
98,627
+90,627
| +1,133% | +$6.5M | 2.43% | 13 |
|
|
2023
Q4 | $561K | Sell |
8,000
-282
| -3% | -$19.8K | 0.21% | 48 |
|
|
2023
Q3 | $536K | Buy |
8,282
+7,407
| +847% | +$479K | 0.22% | 53 |
|
|
2023
Q2 | $61.5K | Buy |
+875
| New | +$61.5K | 0.03% | 74 |
|
|
2022
Q3 | $201K | Buy |
+3,109
| New | +$201K | 0.09% | 56 |
|