Mosley Wealth Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1M Buy
12,100
+1,404
+13% +$116K 0.62% 35
2024
Q3
$992K Buy
10,696
+4,239
+66% +$393K 0.68% 28
2024
Q2
$501K Buy
6,457
+386
+6% +$29.9K 0.43% 50
2024
Q1
$436K Sell
6,071
-65
-1% -$4.66K 0.41% 56
2023
Q4
$430K Buy
+6,136
New +$430K 0.42% 52