Investment Planning Advisors’s Southern Company SO Stock Holding History

Investment Planning Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Buy
2025 Q1	$343K	Buy
2024 Q4	$288K	Buy
2024 Q3	$245K	Hold
2024 Q2	$245K	Buy