Altavista Wealth Management’s Southern Company SO Stock Holding History

Altavista 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
2021 Q4	$351K	Hold	5,118	–	–	0.07%	149
2021 Q3	$317K	Sell	5,118 -1,984	-28%	-$128K	0.07%	148
2021 Q2	$430K	Sell	7,102 -20	-0.3%	-$1.28K	0.09%	129
2021 Q1	$443K	Hold	7,122	–	–	0.11%	123
2020 Q4	$438K	Hold	7,122	–	–	0.11%	119
2020 Q3	$386K	Buy	7,122 +100	+1%	+$5.34K	0.11%	121
2020 Q2	$364K	Hold	7,022	–	–	0.11%	119
2020 Q1	$380K	Buy	7,022 +1,000	+17%	+$63.4K	0.13%	108
2019 Q4	$384K	Hold	6,022	–	–	0.11%	123
2019 Q3	$372K	Buy	6,022 +1,984	+49%	+$115K	0.12%	118
2019 Q2	$223K	Sell	4,038 -200	-5%	-$10.7K	0.07%	152
2019 Q1	$219K	Buy	+4,238	New	+$208K	0.08%	147
2018 Q1	–	Sell	-5,156	Closed	-$248K	–	146
2017 Q4	$248K	Buy	5,156 +1,000	+24%	+$51K	0.1%	133
2017 Q3	$204K	Buy	+4,156	New	+$201K	0.1%	136

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altavista Wealth Management's SO Position: Q4 2021 in Review

Altavista Wealth Management held its Southern Company (SO) position steady in Q4 2021 at 5,118 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #149.

Altavista Wealth Management first reported a position in SO in Q3 2017 and has held it in 14 quarters since. The position peaked at $443K in Q1 2021. 1,653 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Altavista Wealth Management held 5,118 shares of Southern Company worth $351K as of Q4 2021.
Altavista Wealth Management left its Southern Company share count unchanged in Q4 2021.
Southern Company made up 0.07% of Altavista Wealth Management's portfolio in Q4 2021, its #149 holding.
Altavista Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 14 quarters since.
Altavista Wealth Management's Southern Company position peaked at $443K in Q1 2021.
1,653 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.