Moody Lynn & Lieberson’s Southern Company SO Stock Holding History

Moody Lynn & Lieberson’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	$16.5M	Buy
2025 Q2	$14.2M	Buy
2025 Q1	$13.6M	Buy
2024 Q4	$12M	Sell
2024 Q3	$14.6M	Buy
2024 Q2	$8.54M	Buy
2024 Q1	$4.49M	Sell
2023 Q4	$7.33M	Buy
2023 Q3	$579K	Buy