BankPlus Trust Department’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	$552K	Hold	6,008	–	–	0.16%	104
2025 Q1	$552K	Buy	6,008 +29	+0.5%	+$2.67K	0.18%	96
2024 Q4	$492K	Buy	+5,979	New	+$492K	0.16%	104