Keystone Financial Planning’s Southern Company SO Stock Holding History

Keystone Financial 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
2024 Q3	–	Sell	-5,508	Closed	-$427K	–	49
2024 Q2	$427K	Hold	5,508	–	–	0.14%	42
2024 Q1	$395K	Hold	5,508	–	–	0.13%	44
2023 Q4	$386K	Hold	5,508	–	–	0.13%	43
2023 Q3	$356K	Hold	5,508	–	–	0.12%	43
2023 Q2	$387K	Hold	5,508	–	–	0.13%	41
2023 Q1	$383K	Hold	5,508	–	–	0.13%	42
2022 Q4	$393K	Hold	5,508	–	–	0.13%	42
2022 Q3	$375K	Sell	5,508 -1,352	-20%	-$92K	0.14%	43
2022 Q2	$489K	Hold	6,860	–	–	0.17%	40
2022 Q1	$497K	Hold	6,860	–	–	0.17%	43
2021 Q4	$470K	Hold	6,860	–	–	0.16%	42
2021 Q3	$425K	Hold	6,860	–	–	0.15%	40
2021 Q2	$415K	Hold	6,860	–	–	0.15%	39
2021 Q1	$426K	Hold	6,860	–	–	0.16%	37
2020 Q4	$421K	Hold	6,860	–	–	0.17%	38
2020 Q3	$372K	Hold	6,860	–	–	0.18%	38
2020 Q2	$356K	Hold	6,860	–	–	0.18%	43
2020 Q1	$371K	Sell	6,860 -150	-2%	-$8.11K	0.21%	39
2019 Q4	$447K	Hold	7,010	–	–	0.2%	44
2019 Q3	$433K	Hold	7,010	–	–	0.21%	44
2019 Q2	$388K	Hold	7,010	–	–	0.19%	45
2019 Q1	$362K	Hold	7,010	–	–	0.18%	44
2018 Q4	$308K	Sell	7,010 -159	-2%	-$6.99K	0.17%	46
2018 Q3	$313K	Hold	7,169	–	–	0.16%	44
2018 Q2	$332K	Hold	7,169	–	–	0.18%	44
2018 Q1	$320K	Hold	7,169	–	–	0.18%	46
2017 Q4	$345K	Hold	7,169	–	–	0.18%	44
2017 Q3	$352K	Hold	7,169	–	–	0.2%	43
2017 Q2	$343K	Hold	7,169	–	–	0.21%	46
2017 Q1	$357K	Hold	7,169	–	–	0.22%	43
2016 Q4	$353K	Hold	7,169	–	–	0.23%	42
2016 Q3	$368K	Hold	7,169	–	–	0.24%	39
2016 Q2	$384K	Hold	7,169	–	–	0.26%	39
2016 Q1	$371K	Hold	7,169	–	–	0.27%	40
2015 Q4	$335K	Hold	7,169	–	–	0.25%	40
2015 Q3	$320K	Hold	7,169	–	–	0.26%	40
2015 Q2	$300K	Hold	7,169	–	–	0.23%	40
2015 Q1	$317K	Sell	7,169 -9,213	-56%	-$407K	0.24%	38
2014 Q4	$805K	Sell	16,382 -854	-5%	-$42K	0.59%	33
2014 Q3	$752K	Hold	17,236	–	–	0.57%	33
2014 Q2	$782K	Sell	17,236 -185	-1%	-$8.39K	0.59%	33
2014 Q1	$765K	Hold	17,421	–	–	0.59%	36
2013 Q4	$716K	Buy	+17,421	New	+$716K	0.57%	37