Capital & Planning LLC’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	$12.8M	Buy	139,178 +2,182	+2%	+$200K	8.68%	5
2025 Q1	$12.6M	Buy	136,996 +1,458	+1%	+$134K	9.35%	4
2024 Q4	$11.2M	Buy	+135,538	New	+$11.2M	8.16%	5