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Livermore
Livermore
ZHEN

Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

SO holding history

Southern Co in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2025 holdings

Shares (Q2 2025)
573
Value
$52.6K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of SO by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025573$52.6K<0.1%+36+6.7%AddedHolders
Q1 2025537$49.4K<0.1%00.0%UnchangedHolders
Q4 2024537$44.2K<0.1%00.0%UnchangedHolders
Q3 2024537$48.4K<0.1%00.0%UnchangedHolders
Q2 2024537$41.7K<0.1%00.0%UnchangedHolders
Q1 2024537$38.5K<0.1%00.0%UnchangedHolders
Q4 2023537$37.7K<0.1%00.0%UnchangedHolders
Q3 2023537$34.8K<0.1%00.0%UnchangedHolders
Q2 2023537$37.7K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022537$38.3K<0.1%00.0%UnchangedHolders
Q3 2022537$37.0K<0.1%00.0%UnchangedHolders
Q2 2022537$38.0K<0.1%00.0%UnchangedHolders
Q1 2022537$39.0K<0.1%00.0%UnchangedHolders
Q4 2021537$37.0K<0.1%00.0%UnchangedHolders
Q3 2021537$33.0K<0.1%00.0%UnchangedHolders
Q2 2021537$32.0K<0.1%00.0%UnchangedHolders
Q1 2021537$33.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.