KA
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Kozak & Associates’s Southern Company SO Stock Holding History

Kozak & Associates’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$77K Buy
838
+7
+0.8% +$643 0.02% 123
2025
Q1 		$75.7K Buy
831
+7
+0.8% +$638 0.02% 109
2024
Q4 		$67.8K Buy
824
+7
+0.9% +$576 0.02% 121
2024
Q3 		$75.4K Buy
+817
New +$75.4K 0.02% 115