PIFP
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Partners in Financial Planning’s Southern Company SO Stock Holding History

Partners in 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
2025
Q2 		$219K Hold
2,386
– – 0.04% 103
2025
Q1 		$219K Buy
+2,386
New +$219K 0.04% 97
2024
Q4 		– Sell
-2,386
Closed -$215K – 109
2024
Q3 		$215K Buy
+2,386
New +$215K 0.04% 104