Moss Adams Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
5,401
+77
| +1% | +$7.07K | 0.05% | 128 |
|
|
2025
Q1 | $490K | Buy |
5,324
+1,115
| +26% | +$103K | 0.05% | 111 |
|
|
2024
Q4 | $346K | Sell |
4,209
-86
| -2% | -$7.08K | 0.04% | 135 |
|
|
2024
Q3 | $387K | Buy |
4,295
+92
| +2% | +$8.3K | 0.04% | 123 |
|
|
2024
Q2 | $326K | Buy |
4,203
+613
| +17% | +$47.6K | 0.05% | 111 |
|
|
2024
Q1 | $258K | Buy |
+3,590
| New | +$258K | 0.04% | 123 |
|