AMJ Financial Wealth Management’s Southern Company SO Stock Holding History

AMJ Financial 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
2023 Q2	–	Sell	-2,892	Closed	-$201K	–	83
2023 Q1	$201K	Sell	2,892 -1,786	-38%	-$120K	0.13%	56
2022 Q4	$334K	Hold	4,678	–	–	0.2%	44
2022 Q3	$318K	Hold	4,678	–	–	0.21%	42
2022 Q2	$334K	Sell	4,678 -289	-6%	-$21.2K	0.28%	40
2022 Q1	$360K	Hold	4,967	–	–	0.14%	66
2021 Q4	$341K	Hold	4,967	–	–	0.12%	70
2021 Q3	$308K	Hold	4,967	–	–	0.13%	79
2021 Q2	$301K	Hold	4,967	–	–	0.13%	79
2021 Q1	$309K	Sell	4,967 -3,421	-41%	-$205K	0.15%	71
2020 Q4	$515K	Hold	8,388	–	–	0.26%	58
2020 Q3	$455K	Sell	8,388 -508	-6%	-$27.1K	0.27%	50
2020 Q2	$461K	Sell	8,896 -40,855	-82%	-$2.27M	0.31%	46
2020 Q1	$2.69M	Sell	49,751 -14,040	-22%	-$889K	4.68%	9
2019 Q4	$4.06M	Buy	+63,791	New	+$3.95M	2.86%	11

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

AMJ Financial Wealth Management's SO Position: Q2 2023 in Review

AMJ Financial Wealth Management sold out of Southern Company (SO) in Q2 2023, closing a stake of 2,892 shares — an estimated $201K sold.

AMJ Financial Wealth Management first reported a position in SO in Q4 2019 and held it in 14 quarters. The position peaked at $4.06M in Q4 2019. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

AMJ Financial Wealth Management reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 2,892 Southern Company shares in Q2 2023, an estimated $201K.
AMJ Financial Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 14 quarters.
AMJ Financial Wealth Management's Southern Company position peaked at $4.06M in Q4 2019.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.