Advocacy Wealth Management Services’s Southern Company SO Stock Holding History

Advocacy Wealth Management 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
2022 Q4	–	Sell	-113	Closed	-$8K	–	116
2022 Q3	$8K	Hold	113	–	–	﹤0.01%	101
2022 Q2	$8K	Hold	113	–	–	﹤0.01%	103
2022 Q1	$8K	Hold	113	–	–	﹤0.01%	111
2021 Q4	$8K	Hold	113	–	–	﹤0.01%	125
2021 Q3	$7K	Sell	113 -523	-82%	-$33.7K	﹤0.01%	130
2021 Q2	$38K	Buy	+636	New	+$40.7K	0.01%	74
2021 Q1	–	Sell	-113	Closed	-$7K	–	150
2020 Q4	$7K	Hold	113	–	–	﹤0.01%	125
2020 Q3	$6K	Hold	113	–	–	﹤0.01%	124
2020 Q2	$6K	Buy	+113	New	+$6.28K	﹤0.01%	119
2018 Q2	–	Sell	-200	Closed	-$9K	–	195
2018 Q1	$9K	Hold	200	–	–	0.01%	154
2017 Q4	$10K	Hold	200	–	–	0.01%	159
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	196
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	191
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	207
2016 Q4	$10K	Sell	200 -12	-6%	-$590	﹤0.01%	201
2016 Q3	$11K	Sell	212 -800	-79%	-$42.1K	﹤0.01%	262
2016 Q2	$54K	Sell	1,012 -1,403	-58%	-$70.6K	0.03%	140
2016 Q1	$125K	Sell	2,415 -1,400	-37%	-$68.2K	0.09%	115
2015 Q4	$178K	Buy	+3,815	New	+$173K	0.2%	92
2013 Q3	$106K	Buy	2,563 +2,260	+746%	+$97.4K	0.29%	62
2013 Q2	$13K	Buy	+303	New	+$13.9K	0.05%	173

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advocacy Wealth Management Services's SO Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Southern Company (SO) in Q4 2022, closing a stake of 113 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in SO in Q2 2013 and held it in 21 quarters. The position peaked at $178K in Q4 2015. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 113 Southern Company shares in Q4 2022, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Southern Company in Q2 2013 and held it in 21 quarters.
Advocacy Wealth Management Services's Southern Company position peaked at $178K in Q4 2015.
1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.