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Planning Capital Management Corporation’s Southern Company SO Stock Holding History

Planning Capital Management Corporation’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.09M Sell
45,325
-8,365
-16% -$754K 2.71% 10
2024
Q2 		$4.16M Sell
53,690
-2,243
-4% -$174K 2.94% 8
2024
Q1 		$4.01M Buy
55,933
+1,491
+3% +$107K 2.93% 7
2023
Q4 		$3.82M Buy
+54,442
New +$3.82M 2.98% 7