Holistic Planning’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	$458K	Buy	4,988 +2	+0%	+$184	0.13%	128
2025 Q1	$459K	Buy	4,986 +1	+0%	+$92	0.16%	109
2024 Q4	$410K	Buy	4,985 +341	+7%	+$28.1K	0.15%	108
2024 Q3	$419K	Buy	+4,644	New	+$419K	0.18%	93