Capital Directions Investment Advisors’s Southern Company SO Stock Holding History

Capital Directions Investment 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
2022 Q4	$62.6K	Buy	+877	New	+$58.6K	0.02%	110
2022 Q3	–	Sell	-257	Closed	-$19.5K	–	166
2022 Q2	$18K	Hold	257	–	–	0.01%	185
2022 Q1	$19K	Buy	+257	New	+$17.4K	0.01%	201
2021 Q3	–	Sell	-100	Closed	-$6K	–	269
2021 Q2	$6K	Buy	+100	New	+$6.39K	﹤0.01%	221
2020 Q1	–	Sell	-2,982	Closed	-$190K	–	242
2019 Q4	$190K	Buy	2,982 +982	+49%	+$60.9K	0.06%	67
2019 Q3	$124K	Buy	+2,000	New	+$116K	0.04%	76
2018 Q3	–	Sell	-910	Closed	-$42K	–	221
2018 Q2	$42K	Buy	+910	New	+$40.7K	0.02%	77

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's SO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Southern Company (SO) in Q4 2022: 877 shares worth $62.6K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SO in Q2 2018 and has held it in 7 quarters since. The position peaked at $190K in Q4 2019. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Capital Directions Investment Advisors held 877 shares of Southern Company worth $62.6K as of Q4 2022.
Southern Company was a new Capital Directions Investment Advisors position in Q4 2022.
Southern Company made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #110 holding.
Capital Directions Investment Advisors first reported a position in Southern Company in Q2 2018 and has held it in 7 quarters since.
Capital Directions Investment Advisors's Southern Company position peaked at $190K in Q4 2019.
1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.