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Boys Arnold & Co’s Southern Company SO Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-6,273
Closed -$340K – 182
2020
Q1 		$340K Sell
6,273
-464
-7% -$29.4K 0.06% 197
2019
Q4 		$429K Buy
6,737
+911
+16% +$56.5K 0.06% 218
2019
Q3 		$360K Sell
5,826
-6,481
-53% -$376K 0.05% 222
2019
Q2 		$680K Hold
12,307
– – 0.1% 166
2019
Q1 		$636K Sell
12,307
-246
-2% -$12.1K 0.1% 174
2018
Q4 		$552K Sell
12,553
-684
-5% -$31.1K 0.09% 179
2018
Q3 		$572K Buy
13,237
+915
+7% +$42.2K 0.08% 184
2018
Q2 		$571K Hold
12,322
– – 0.08% 193
2018
Q1 		$557K Buy
12,322
+1,199
+11% +$53.2K 0.08% 195
2017
Q4 		$535K Buy
11,123
+131
+1% +$6.67K 0.08% 197
2017
Q3 		$540K Sell
10,992
-285
-3% -$13.8K 0.09% 196
2017
Q2 		$540K Sell
11,277
-382
-3% -$19.2K 0.07% 192
2017
Q1 		$580K Buy
11,659
+608
+6% +$30K 0.09% 179
2016
Q4 		$544K Buy
11,051
+435
+4% +$21.4K 0.09% 183
2016
Q3 		$545K Sell
10,616
-49
-0.5% -$2.58K 0.09% 176
2016
Q2 		$572K Buy
+10,665
New +$536K 0.1% 164
2016
Q1 		– Sell
-8,542
Closed -$400K – 195
2015
Q4 		$400K Buy
8,542
+771
+10% +$35K 0.04% 212
2015
Q3 		$347K Sell
7,771
-272
-3% -$11.9K 0.07% 183
2015
Q2 		$337K Sell
8,043
-1,494
-16% -$65.1K 0.07% 185
2015
Q1 		$422K Buy
9,537
+1,106
+13% +$52.5K 0.08% 165
2014
Q4 		$414K Sell
8,431
-1,095
-11% -$51.7K 0.08% 159
2014
Q3 		$416K Sell
9,526
-95
-1% -$4.17K 0.08% 161
2014
Q2 		$437K Sell
9,621
-245
-2% -$10.8K 0.08% 169
2014
Q1 		$434K Buy
9,866
+5
+0.1% +$210 0.08% 164
2013
Q4 		$405K Buy
9,861
+6
+0.1% +$248 0.08% 157
2013
Q3 		$406K Buy
9,855
+5
+0.1% +$215 0.08% 151
2013
Q2 		$435K Buy
+9,850
New +$453K 0.09% 142

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Boys Arnold & Co's SO Position: Q2 2020 in Review

Boys Arnold & Co sold out of Southern Company (SO) in Q2 2020, closing a stake of 6,273 shares — an estimated $340K sold.

Boys Arnold & Co first reported a position in SO in Q2 2013 and held it in 27 quarters. The position peaked at $680K in Q2 2019. 1,368 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Boys Arnold & Co reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 6,273 Southern Company shares in Q2 2020, an estimated $340K.
  • Boys Arnold & Co first reported a position in Southern Company in Q2 2013 and held it in 27 quarters.
  • Boys Arnold & Co's Southern Company position peaked at $680K in Q2 2019.
  • 1,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.