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Curi Wealth Management’s Southern Company SO Stock Holding History

Curi 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
2022
Q3 		– Sell
-163
Closed -$12K – 613
2022
Q2 		$12K Buy
163
+156
+2,229% +$11.5K ﹤0.01% 361
2022
Q1 		$0 Buy
7
+1
+17% +$68 ﹤0.01% 638
2021
Q4 		$0 Buy
+6
New +$383 ﹤0.01% 592
2021
Q1 		– Sell
-6
Closed – – 423
2020
Q4 		$0 Buy
+6
New +$361 ﹤0.01% 499

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Curi Wealth Management's SO Position: Q3 2022 in Review

Curi Wealth Management sold out of Southern Company (SO) in Q3 2022, closing a stake of 163 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in SO in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Curi Wealth Management reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 163 Southern Company shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in Southern Company in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Southern Company position peaked at $12K in Q2 2022.
  • 1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.