MWA
Moser Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Buy |
573
+36
| +7% | +$3.31K | 0.03% | 107 |
|
|
2025
Q1 | $49.4K | Hold |
537
| – | – | 0.03% | 103 |
|
|
2024
Q4 | $44.2K | Hold |
537
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $48.4K | Hold |
537
| – | – | 0.03% | 97 |
|
|
2024
Q2 | $41.7K | Hold |
537
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $38.5K | Hold |
537
| – | – | 0.02% | 98 |
|
|
2023
Q4 | $37.7K | Hold |
537
| – | – | 0.02% | 97 |
|
|
2023
Q3 | $34.8K | Hold |
537
| – | – | 0.02% | 91 |
|
|
2023
Q2 | $37.7K | Buy |
+537
| New | +$37.7K | 0.03% | 90 |
|
|
2022
Q4 | $38.3K | Hold |
537
| – | – | 0.03% | 89 |
|
|
2022
Q3 | $37K | Hold |
537
| – | – | 0.03% | 91 |
|
|
2022
Q2 | $38K | Hold |
537
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $39K | Hold |
537
| – | – | 0.02% | 96 |
|
|
2021
Q4 | $37K | Hold |
537
| – | – | 0.02% | 100 |
|
|
2021
Q3 | $33K | Hold |
537
| – | – | 0.02% | 100 |
|
|
2021
Q2 | $32K | Hold |
537
| – | – | 0.02% | 98 |
|
|
2021
Q1 | $33K | Hold |
537
| – | – | 0.02% | 95 |
|
|
2020
Q4 | $33K | Hold |
537
| – | – | 0.02% | 93 |
|
|
2020
Q3 | $29K | Hold |
537
| – | – | 0.02% | 95 |
|
|
2020
Q2 | $28K | Hold |
537
| – | – | 0.03% | 88 |
|
|
2020
Q1 | $29K | Hold |
537
| – | – | 0.03% | 85 |
|
|
2019
Q4 | $34K | Buy |
+537
| New | +$34K | 0.03% | 101 |
|