MSWM
SO icon

Mowery & Schoenfeld Wealth Management’s Southern Company SO Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.5K Sell
147
-767
-84% -$70.4K 0.02% 197
2025
Q1 		$84K Buy
914
+746
+444% +$68.6K 0.16% 94
2024
Q4 		$13.8K Buy
+168
New +$13.8K 0.03% 198