Mosaic Family Wealth Partners’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 | $584K | Sell |
6,361
-179
| -3% | -$16.4K | 0.07% | 122 |
|
|
2025
Q1 | $601K | Buy |
6,540
+137
| +2% | +$12.6K | 0.09% | 118 |
|
|
2024
Q4 | $527K | Sell |
6,403
-111
| -2% | -$9.14K | 0.08% | 122 |
|
|
2024
Q3 | $587K | Buy |
6,514
+107
| +2% | +$9.65K | 0.09% | 110 |
|
|
2024
Q2 | $497K | Buy |
6,407
+27
| +0.4% | +$2.09K | 0.08% | 114 |
|
|
2024
Q1 | $458K | Buy |
6,380
+4
| +0.1% | +$287 | 0.08% | 123 |
|
|
2023
Q4 | $447K | Sell |
6,376
-151
| -2% | -$10.6K | 0.08% | 122 |
|
|
2023
Q3 | $422K | Buy |
6,527
+5
| +0.1% | +$324 | 0.08% | 113 |
|
|
2023
Q2 | $458K | Buy |
6,522
+204
| +3% | +$14.3K | 0.09% | 108 |
|
|
2023
Q1 | $440K | Sell |
6,318
-516
| -8% | -$35.9K | 0.09% | 108 |
|
|
2022
Q4 | $488K | Buy |
+6,834
| New | +$488K | 0.14% | 102 |
|