Keystone Financial Planning’s Southern Company SO Stock Holding History

Keystone Financial Planning’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$427K	Hold
2024 Q1	$395K	Hold
2023 Q4	$386K	Hold
2023 Q3	$356K	Hold
2023 Q2	$387K	Hold
2023 Q1	$383K	Hold
2022 Q4	$393K	Hold
2022 Q3	$375K	Sell
2022 Q2	$489K	Hold
2022 Q1	$497K	Hold
2021 Q4	$470K	Hold
2021 Q3	$425K	Hold
2021 Q2	$415K	Hold
2021 Q1	$426K	Hold
2020 Q4	$421K	Hold
2020 Q3	$372K	Hold
2020 Q2	$356K	Hold
2020 Q1	$371K	Sell
2019 Q4	$447K	Hold
2019 Q3	$433K	Hold
2019 Q2	$388K	Hold
2019 Q1	$362K	Hold
2018 Q4	$308K	Sell
2018 Q3	$313K	Hold
2018 Q2	$332K	Hold
2018 Q1	$320K	Hold
2017 Q4	$345K	Hold
2017 Q3	$352K	Hold
2017 Q2	$343K	Hold
2017 Q1	$357K	Hold
2016 Q4	$353K	Hold
2016 Q3	$368K	Hold
2016 Q2	$384K	Hold
2016 Q1	$371K	Hold
2015 Q4	$335K	Hold
2015 Q3	$320K	Hold
2015 Q2	$300K	Hold
2015 Q1	$317K	Sell
2014 Q4	$805K	Sell
2014 Q3	$752K	Hold
2014 Q2	$782K	Sell
2014 Q1	$765K	Hold
2013 Q4	$716K	Buy