Plan Group Financial’s Southern Company SO Stock Holding History

Plan Group Financial’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
2025 Q3	$2.71M	Buy
2025 Q2	$2.02M	Buy
2025 Q1	$1.81M	Buy
2024 Q4	$1.18M	Buy
2024 Q3	$1.19M	Buy
2024 Q2	$916K	Buy
2024 Q1	$506K	Buy
2023 Q4	$344K	Sell
2023 Q3	$450K	Buy
2022 Q2	$294K	Buy