Plancorp LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
4,370
+374
| +9% | +$34.3K | 0.01% | 255 |
|
|
2025
Q1 | $367K | Buy |
3,996
+196
| +5% | +$18K | 0.01% | 250 |
|
|
2024
Q4 | $313K | Sell |
3,800
-109
| -3% | -$8.97K | 0.01% | 246 |
|
|
2024
Q3 | $353K | Buy |
3,909
+1
| +0% | +$90 | 0.01% | 225 |
|
|
2024
Q2 | $303K | Buy |
3,908
+74
| +2% | +$5.74K | 0.01% | 231 |
|
|
2024
Q1 | $275K | Buy |
+3,834
| New | +$275K | 0.01% | 245 |
|