PS
Planned Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-222
| Closed | -$20K | – | 552 |
|
|
2024
Q3 | $20K | Buy |
+222
| New | +$20K | 0.01% | 386 |
|
|
2024
Q1 | – | Sell |
-222
| Closed | -$15.6K | – | 482 |
|
|
2023
Q4 | $15.6K | Buy |
+222
| New | +$15.6K | 0.01% | 391 |
|
|
2021
Q1 | – | Sell |
-316
| Closed | -$19K | – | 352 |
|
|
2020
Q4 | $19K | Hold |
316
| – | – | 0.02% | 288 |
|
|
2020
Q3 | $17K | Buy |
+316
| New | +$17K | 0.02% | 227 |
|