Hazlett, Burt & Watson’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
693
-172
| -20% | -$15.6K | 0.03% | 343 |
|
|
2025
Q1 | $79K | Sell |
865
-168
| -16% | -$15.3K | 0.04% | 299 |
|
|
2024
Q4 | $84K | Hold |
1,033
| – | – | 0.04% | 297 |
|
|
2024
Q3 | $93K | Buy |
1,033
+275
| +36% | +$24.8K | 0.04% | 286 |
|
|
2024
Q2 | $59K | Hold |
758
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $54K | Hold |
758
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $53K | Hold |
758
| – | – | 0.04% | 297 |
|
|
2023
Q3 | $49K | Sell |
758
-273
| -26% | -$17.6K | 0.04% | 304 |
|
|
2023
Q2 | $72K | Sell |
1,031
-127
| -11% | -$8.87K | 0.05% | 253 |
|
|
2023
Q1 | $80K | Buy |
1,158
+15
| +1% | +$1.04K | 0.07% | 223 |
|
|
2022
Q4 | $82K | Buy |
1,143
+200
| +21% | +$14.3K | 0.07% | 209 |
|
|
2022
Q3 | $64K | Buy |
943
+200
| +27% | +$13.6K | 0.06% | 238 |
|
|
2022
Q2 | $53K | Buy |
743
+1
| +0.1% | +$71 | 0.05% | 263 |
|
|
2022
Q1 | $54K | Buy |
+742
| New | +$54K | 0.04% | 273 |
|