BDO Wealth Advisors’s Southern Company SO Stock Holding History

BDO Wealth Advisors’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	$269K	Buy	3,834 +733	+24%	+$52.6K	0.03%	230
2023 Q1	$216K	Buy	3,101 +2,651	+589%	+$178K	0.03%	243
2022 Q4	$32.1K	Hold	450	–	–	﹤0.01%	487
2022 Q3	$31K	Hold	450	–	–	﹤0.01%	491
2022 Q2	$32K	Hold	450	–	–	﹤0.01%	484
2022 Q1	$33K	Sell	450 -107	-19%	-$7.25K	﹤0.01%	504
2021 Q4	$38K	Buy	557 +107	+24%	+$6.82K	﹤0.01%	494
2021 Q3	$28K	Sell	450 -500	-53%	-$32.2K	﹤0.01%	545
2021 Q2	$57K	Buy	950 +500	+111%	+$32K	0.01%	450
2021 Q1	$28K	Buy	+450	New	+$26.9K	﹤0.01%	557
2019 Q2	–	Sell	-911	Closed	-$47K	–	684
2019 Q1	$47K	Sell	911 -1,625	-64%	-$79.6K	0.01%	291
2018 Q4	$111K	Sell	2,536 -1,790	-41%	-$81.4K	0.04%	195
2018 Q3	$189K	Buy	4,326 +625	+17%	+$28.8K	0.06%	161
2018 Q2	$171K	Buy	3,701 +607	+20%	+$27.2K	0.06%	166
2018 Q1	$138K	Sell	3,094 -143	-4%	-$6.35K	0.05%	154
2017 Q4	$156K	Buy	3,237 +1,796	+125%	+$91.5K	0.07%	124
2017 Q3	$71K	Hold	1,441	–	–	0.04%	162
2017 Q2	$69K	Buy	+1,441	New	+$72.2K	0.03%	205

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

BDO Wealth Advisors's SO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Southern Company (SO) stake by 24% in Q2 2023, buying an estimated $52.6K and bringing the position to 3,834 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #230.

BDO Wealth Advisors first reported a position in SO in Q2 2017 and has held it in 18 quarters since. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

BDO Wealth Advisors held 3,834 shares of Southern Company worth $269K as of Q2 2023.
BDO Wealth Advisors bought 733 Southern Company shares in Q2 2023, an estimated $52.6K.
Southern Company made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #230 holding.
BDO Wealth Advisors first reported a position in Southern Company in Q2 2017 and has held it in 18 quarters since.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.