9258 Wealth Management’s Southern Company SO Stock Holding History

9258 Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$562K	Buy	6,234 +651	+12%	+$55.6K	0.08%	185
2024 Q2	$433K	Buy	5,583 +1,176	+27%	+$89.1K	0.07%	213
2024 Q1	$316K	Sell	4,407 -145	-3%	-$10K	0.05%	264
2023 Q4	$319K	Hold	4,552	–	–	0.06%	247
2023 Q3	$295K	Sell	4,552 -436	-9%	-$30.3K	0.06%	252
2023 Q2	$350K	Sell	4,988 -488	-9%	-$35K	0.07%	234
2023 Q1	$381K	Buy	5,476 +1,218	+29%	+$82K	0.08%	216
2022 Q4	$304K	Sell	4,258 -119	-3%	-$7.96K	0.07%	251
2022 Q3	$298K	Buy	4,377 +23	+0.5%	+$1.74K	0.08%	240
2022 Q2	$310K	Buy	4,354 +214	+5%	+$15.7K	0.08%	242
2022 Q1	$300K	Buy	4,140 +532	+15%	+$36K	0.07%	277
2021 Q4	$247K	Buy	+3,608	New	+$230K	0.06%	324
2020 Q1	–	Sell	-3,709	Closed	-$236K	–	314
2019 Q4	$236K	Buy	+3,709	New	+$230K	0.09%	251

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

9258 Wealth Management's SO Position: Q3 2024 in Review

9258 Wealth Management increased its Southern Company (SO) stake by 12% in Q3 2024, buying an estimated $55.6K and bringing the position to 6,234 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #185.

9258 Wealth Management first reported a position in SO in Q4 2019 and has held it in 13 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

9258 Wealth Management held 6,234 shares of Southern Company worth $562K as of Q3 2024.
9258 Wealth Management bought 651 Southern Company shares in Q3 2024, an estimated $55.6K.
Southern Company made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #185 holding.
9258 Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 13 quarters since.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.