Burt Wealth Advisors’s Southern Company SO Stock Holding History

Burt 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
2021 Q1	–	Sell	-166	Closed	-$10K	–	311
2020 Q4	$10K	Hold	166	–	–	﹤0.01%	282
2020 Q3	$9K	Hold	166	–	–	﹤0.01%	287
2020 Q2	$9K	Hold	166	–	–	﹤0.01%	272
2020 Q1	$9K	Buy	+166	New	+$10.5K	﹤0.01%	274
2019 Q2	–	Sell	-621	Closed	-$32K	–	366
2019 Q1	$32K	Buy	621 +8	+1%	+$392	0.01%	203
2018 Q4	$27K	Buy	613 +7	+1%	+$318	0.01%	210
2018 Q3	$26K	Buy	606 +8	+1%	+$369	0.01%	231
2018 Q2	$28K	Sell	598 -491	-45%	-$22K	0.01%	220
2018 Q1	$49K	Buy	1,089 +7	+0.6%	+$311	0.02%	181
2017 Q4	$52K	Buy	1,082 +7	+0.7%	+$357	0.03%	178
2017 Q3	$53K	Sell	1,075 -562	-34%	-$27.2K	0.03%	173
2017 Q2	$78K	Buy	+1,637	New	+$82.1K	0.05%	145
2016 Q2	–	Sell	-100	Closed	-$5K	–	547
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	383
2015 Q4	$4K	Buy	+100	New	+$4.53K	﹤0.01%	407

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Burt Wealth Advisors's SO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Southern Company (SO) in Q1 2021, closing a stake of 166 shares — an estimated $10K sold.

Burt Wealth Advisors first reported a position in SO in Q4 2015 and held it in 14 quarters. The position peaked at $78K in Q2 2017. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

Burt Wealth Advisors reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 166 Southern Company shares in Q1 2021, an estimated $10K.
Burt Wealth Advisors first reported a position in Southern Company in Q4 2015 and held it in 14 quarters.
Burt Wealth Advisors's Southern Company position peaked at $78K in Q2 2017.
1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.