Camarda Financial Advisors’s Southern Company SO Stock Holding History

Camarda Financial 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
2019 Q2	–	Sell	-3,400	Closed	-$176K	–	571
2019 Q1	$176K	Hold	3,400	–	–	0.34%	36
2018 Q4	$149K	Hold	3,400	–	–	0.18%	52
2018 Q3	$148K	Buy	+3,400	New	+$157K	0.17%	70
2017 Q4	–	Sell	-1,159	Closed	-$57K	–	220
2017 Q3	$57K	Hold	1,159	–	–	0.06%	108
2017 Q2	$55K	Hold	1,159	–	–	0.06%	108
2017 Q1	$58K	Hold	1,159	–	–	0.06%	105
2016 Q4	$57K	Hold	1,159	–	–	0.04%	120
2016 Q3	$59K	Hold	1,159	–	–	0.04%	115
2016 Q2	$62K	Hold	1,159	–	–	0.04%	123
2016 Q1	$60K	Buy	+1,159	New	+$56.5K	0.04%	138
2015 Q3	–	Sell	-500	Closed	-$21K	–	205
2015 Q2	$21K	Hold	500	–	–	0.01%	162
2015 Q1	$22K	Sell	500 -567	-53%	-$26.9K	0.01%	178
2014 Q4	$52K	Buy	1,067 +517	+94%	+$24.4K	0.03%	126
2014 Q3	$24K	Hold	550	–	–	0.02%	151
2014 Q2	$25K	Buy	550 +450	+450%	+$19.9K	0.02%	156
2014 Q1	$4K	Buy	+100	New	+$4.19K	﹤0.01%	168

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Camarda Financial Advisors's SO Position: Q2 2019 in Review

Camarda Financial Advisors sold out of Southern Company (SO) in Q2 2019, closing a stake of 3,400 shares — an estimated $176K sold.

Camarda Financial Advisors first reported a position in SO in Q1 2014 and held it in 16 quarters. The position peaked at $176K in Q1 2019. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

Camarda Financial Advisors reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
Camarda Financial Advisors sold 3,400 Southern Company shares in Q2 2019, an estimated $176K.
Camarda Financial Advisors first reported a position in Southern Company in Q1 2014 and held it in 16 quarters.
Camarda Financial Advisors's Southern Company position peaked at $176K in Q1 2019.
1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Camarda Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.