MPS Loria Financial Planners’s Southern Company SO Stock Holding History

MPS Loria Financial Planners’s Portfolio SO Stock Details SO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Hold
2025 Q2	$218K	Hold
2025 Q1	$218K	Buy
2021 Q2	–	Sell
2021 Q1	$106K	Buy
2020 Q4	$100K	Buy
2020 Q3	$65K	Sell
2020 Q2	$98K	Buy
2017 Q3	–	Sell
2017 Q2	$148K	Buy