Relyea Zuckerberg Hanson’s Southern Company SO Stock Holding History

Relyea Zuckerberg Hanson’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$398K	Buy
2025 Q2	$383K	Sell
2025 Q1	$419K	Buy
2024 Q4	$355K	Buy
2024 Q3	$365K	Buy
2024 Q2	$311K	Buy
2024 Q1	$264K	Buy
2023 Q4	$258K	Buy
2023 Q3	$223K	Sell
2023 Q2	$268K	Buy
2023 Q1	$248K	Buy