SFP
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Sterling Financial Planning’s Southern Company SO Stock Holding History

Sterling Financial Planning’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-626
Closed -$39K – 345
2021
Q3 		$39K Hold
626
– – 0.02% 210
2021
Q2 		$38K Hold
626
– – 0.02% 199
2021
Q1 		$39K Hold
626
– – 0.03% 172
2020
Q4 		$38K Buy
+626
New +$38K 0.03% 162