JAA
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Joel Adams & Associates’s Southern Company SO Stock Holding History

Joel Adams & Associates’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,315
Closed -$489K – 64
2025
Q1 		$489K Buy
5,315
+200
+4% +$18.4K 0.44% 30
2024
Q4 		$421K Buy
+5,115
New +$421K 0.38% 35