Fiduciary Planning’s Southern Company SO Stock Holding History

Fiduciary Planning’s Portfolio SO Stock Details SO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Hold
2025 Q2	$225K	Hold
2025 Q1	$226K	Buy
2021 Q2	–	Sell
2021 Q1	$3K	Sell
2020 Q4	$1.46M	Buy
2020 Q3	$1.24M	Buy
2020 Q2	$1.13M	Sell
2020 Q1	$1.13M	Buy