Moss Adams Wealth Advisors’s Southern Company SO Stock Holding History

Moss Adams Wealth Advisors’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	$512K	Sell
2025 Q2	$496K	Buy
2025 Q1	$490K	Buy
2024 Q4	$346K	Sell
2024 Q3	$387K	Buy
2024 Q2	$326K	Buy
2024 Q1	$258K	Buy