Lakeshore Financial Planning’s Southern Company SO Stock Holding History

Lakeshore Financial Planning’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	$750K	Buy
2025 Q1	$746K	Buy
2024 Q4	$664K	Buy
2024 Q3	$723K	Buy
2024 Q2	$579K	Buy
2024 Q1	$532K	Buy
2023 Q4	$515K	Sell
2023 Q3	$484K	Buy