Cedar Wealth Management’s Southern Company SO Stock Holding History

Cedar Wealth Management’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
2024 Q4	–	Sell	-211	Closed	-$19K	–	241
2024 Q3	$19K	Sell	211 -334	-61%	-$28.5K	0.01%	195
2024 Q2	$42.3K	Hold	545	–	–	0.01%	166
2024 Q1	$39.1K	Buy	545 +211	+63%	+$14.6K	0.01%	178
2023 Q4	$23.4K	Hold	334	–	–	0.01%	187
2023 Q3	$21.6K	Hold	334	–	–	0.01%	196
2023 Q2	$23.5K	Hold	334	–	–	0.01%	200
2023 Q1	$23.2K	Hold	334	–	–	0.01%	196
2022 Q4	$23.9K	Hold	334	–	–	0.01%	189
2022 Q3	$23K	Hold	334	–	–	0.01%	212
2022 Q2	$24K	Hold	334	–	–	0.01%	212
2022 Q1	$24K	Hold	334	–	–	0.01%	234
2021 Q4	$23K	Buy	+334	New	+$21.3K	0.01%	236

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cedar Wealth Management's SO Position: Q4 2024 in Review

Cedar Wealth Management sold out of Southern Company (SO) in Q4 2024, closing a stake of 211 shares — an estimated $19K sold.

Cedar Wealth Management first reported a position in SO in Q4 2021 and held it in 12 quarters. The position peaked at $42.3K in Q2 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Cedar Wealth Management reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 211 Southern Company shares in Q4 2024, an estimated $19K.
Cedar Wealth Management first reported a position in Southern Company in Q4 2021 and held it in 12 quarters.
Cedar Wealth Management's Southern Company position peaked at $42.3K in Q2 2024.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.