Annapolis Financial Services’s Southern Company SO Stock Holding History

Annapolis Financial 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 Q3	$677	Buy	+8	New	+$683	﹤0.01%	377
2023 Q4	–	Sell	-280	Closed	-$18.1K	–	496
2023 Q3	$18.1K	Hold	280	–	–	0.01%	274
2023 Q2	$19.7K	Hold	280	–	–	0.01%	271
2023 Q1	$19.5K	Hold	280	–	–	0.01%	249
2022 Q4	$20K	Hold	280	–	–	0.01%	245
2022 Q3	$19K	Hold	280	–	–	0.01%	266
2022 Q2	$20K	Hold	280	–	–	0.01%	249
2022 Q1	$20K	Sell	280 -260	-48%	-$17.6K	0.01%	255
2021 Q4	$37K	Buy	+540	New	+$34.4K	0.01%	217

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Annapolis Financial Services's SO Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Southern Company (SO) in Q3 2024: 8 shares worth $677. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in SO as recently as Q3 2023.

Annapolis Financial Services first reported a position in SO in Q4 2021 and has held it in 9 quarters since. The position peaked at $37K in Q4 2021. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Annapolis Financial Services held 8 shares of Southern Company worth $677 as of Q3 2024.
Southern Company was a new Annapolis Financial Services position in Q3 2024.
Southern Company made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #377 holding.
Annapolis Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 9 quarters since.
Annapolis Financial Services's Southern Company position peaked at $37K in Q4 2021.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.