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Acorn Financial Advisory Services’s Southern Company SO Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-5,967
Closed -$421K – 252
2023
Q4 		$421K Sell
5,967
-652
-10% -$44.8K 0.07% 160
2023
Q3 		$425K Hold
6,619
– – 0.08% 150
2023
Q2 		$465K Buy
6,619
+106
+2% +$7.6K 0.08% 143
2023
Q1 		$453K Buy
6,513
+619
+11% +$41.7K 0.09% 134
2022
Q4 		$421K Hold
5,894
– – 0.09% 128
2022
Q3 		$401K Sell
5,894
-30
-0.5% -$2.27K 0.1% 140
2022
Q2 		$421K Sell
5,924
-102
-2% -$7.49K 0.1% 135
2022
Q1 		$437K Sell
6,026
-722
-11% -$48.9K 0.09% 145
2021
Q4 		$462K Buy
6,748
+231
+4% +$14.7K 0.09% 144
2021
Q3 		$404K Hold
6,517
– – 0.13% 150
2021
Q2 		$394K Buy
6,517
+2,500
+62% +$160K 0.12% 164
2021
Q1 		$252K Sell
4,017
-246
-6% -$14.7K 0.09% 178
2020
Q4 		$263K Buy
4,263
+550
+15% +$33.1K 0.1% 186
2020
Q3 		$201K Buy
+3,713
New +$198K 0.11% 196
2020
Q1 		– Sell
-3,459
Closed -$220K – 175
2019
Q4 		$220K Buy
+3,459
New +$214K 0.18% 152

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acorn Financial Advisory Services's SO Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Southern Company (SO) in Q1 2024, closing a stake of 5,967 shares — an estimated $421K sold.

Acorn Financial Advisory Services first reported a position in SO in Q4 2019 and held it in 15 quarters. The position peaked at $465K in Q2 2023. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 5,967 Southern Company shares in Q1 2024, an estimated $421K.
  • Acorn Financial Advisory Services first reported a position in Southern Company in Q4 2019 and held it in 15 quarters.
  • Acorn Financial Advisory Services's Southern Company position peaked at $465K in Q2 2023.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.