Hazlett, Burt & Watson’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73K | Buy |
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|
2025
Q2 | $63K | Sell |
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|
2025
Q1 | $79K | Sell |
|
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|
2024
Q4 | $84K | Hold |
|
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|
2024
Q3 | $93K | Buy |
|
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|
2024
Q2 | $59K | Hold |
|
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|
2024
Q1 | $54K | Hold |
|
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|
2023
Q4 | $53K | Hold |
|
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|
2023
Q3 | $49K | Sell |
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|
2023
Q2 | $72K | Sell |
|
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|
2023
Q1 | $80K | Buy |
|
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|
2022
Q4 | $82K | Buy |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $54K | Buy |
|