Strategic Planning Group’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	$4.45M	Buy	+48,484	New	+$4.45M	0.72%	54
2024 Q2	–	Sell	-17,517	Closed	-$1.26M	–	107
2024 Q1	$1.26M	Buy	17,517 +3,032	+21%	+$218K	0.31%	87
2023 Q4	$1.02M	Buy	+14,485	New	+$1.02M	0.34%	86