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

Moss Adams Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$541K	Buy
2025 Q4	$459K	Sell
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