Alpha Family Trust’s Southern Company SO Stock Holding History

Alpha Family Trust’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
2023 Q4	–	Sell	-3,520	Closed	-$228K	–	155
2023 Q3	$228K	Buy	+3,520	New	+$244K	0.17%	115

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Alpha Family Trust's SO Position: Q4 2023 in Review

Alpha Family Trust sold out of Southern Company (SO) in Q4 2023, closing a stake of 3,520 shares — an estimated $228K sold.

Alpha Family Trust first reported a position in SO in Q3 2023 and held it in 1 quarter. The position peaked at $228K in Q3 2023. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Alpha Family Trust reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Alpha Family Trust sold 3,520 Southern Company shares in Q4 2023, an estimated $228K.
Alpha Family Trust first reported a position in Southern Company in Q3 2023 and held it in 1 quarter.
Alpha Family Trust's Southern Company position peaked at $228K in Q3 2023.
1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Alpha Family Trust's 13F filing for Q4 2023, filed 9 Feb 2024.