Mosaic Family Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $738K | Buy |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $488K | Buy |
|