Burleson & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $149K | Buy |
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|
2021
Q3 | $133K | Sell |
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|
2021
Q2 | $135K | Buy |
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|
2021
Q1 | $138K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $215K | Hold |
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|
2017
Q4 | $231K | Buy |
|