Spartan Planning & Wealth Management’s Southern Company SO Stock Holding History

Spartan Planning & Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Buy
2023 Q4	$98K	Buy
2023 Q3	$194	Buy
2022 Q4	$20.4K	Sell
2022 Q3	$49K	Buy
2022 Q2	$46K	Buy
2022 Q1	$34K	Buy