Relyea Zuckerberg Hanson’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
4,176
-383
| -8% | -$35.2K | 0.04% | 188 |
|
|
2025
Q1 | $419K | Buy |
4,559
+252
| +6% | +$23.2K | 0.06% | 167 |
|
|
2024
Q4 | $355K | Buy |
4,307
+258
| +6% | +$21.2K | 0.05% | 186 |
|
|
2024
Q3 | $365K | Buy |
4,049
+45
| +1% | +$4.06K | 0.06% | 175 |
|
|
2024
Q2 | $311K | Buy |
4,004
+322
| +9% | +$25K | 0.05% | 179 |
|
|
2024
Q1 | $264K | Buy |
3,682
+1
| +0% | +$72 | 0.05% | 192 |
|
|
2023
Q4 | $258K | Buy |
3,681
+238
| +7% | +$16.7K | 0.05% | 180 |
|
|
2023
Q3 | $223K | Sell |
3,443
-369
| -10% | -$23.9K | 0.05% | 177 |
|
|
2023
Q2 | $268K | Buy |
3,812
+252
| +7% | +$17.7K | 0.06% | 161 |
|
|
2023
Q1 | $248K | Buy |
+3,560
| New | +$248K | 0.06% | 164 |
|