Capital Planning 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	$286K	Buy	3,112 +8	+0.3%	+$735	0.04%	118
2025 Q1	$285K	Buy	3,104 +25	+0.8%	+$2.3K	0.04%	119
2024 Q4	$253K	Sell	3,079 -5	-0.2%	-$412	0.04%	125
2024 Q3	$278K	Buy	+3,084	New	+$278K	0.04%	120