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Essential Planning’s Southern Company SO Stock Holding History

Essential Planning’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
Q1 		– Sell
-11,477
Closed -$1.01M – 260
2024
Q4 		$1.01M Buy
+11,477
New +$1.01M 0.01% 228