Endurance Wealth Management’s Southern Company SO Stock Holding History

Endurance 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
2023 Q2	$38K	Hold	534	–	–	0.01%	368
2023 Q1	$37K	Hold	534	–	–	0.01%	379
2022 Q4	$38K	Hold	534	–	–	0.01%	360
2022 Q3	$36K	Hold	534	–	–	0.01%	360
2022 Q2	$38K	Hold	534	–	–	0.01%	359
2022 Q1	$39K	Hold	534	–	–	0.01%	381
2021 Q4	$37K	Hold	534	–	–	﹤0.01%	383
2021 Q3	$33K	Hold	534	–	–	﹤0.01%	395
2021 Q2	$32K	Hold	534	–	–	﹤0.01%	401
2021 Q1	$33K	Hold	534	–	–	﹤0.01%	397
2020 Q4	$33K	Hold	534	–	–	﹤0.01%	367
2020 Q3	$29K	Hold	534	–	–	﹤0.01%	358
2020 Q2	$28K	Hold	534	–	–	﹤0.01%	367
2020 Q1	$29K	Hold	534	–	–	0.01%	334
2019 Q4	$34K	Hold	534	–	–	0.01%	314
2019 Q3	$33K	Hold	534	–	–	0.01%	312
2019 Q2	$30K	Hold	534	–	–	﹤0.01%	305
2019 Q1	$28K	Hold	534	–	–	﹤0.01%	306
2018 Q4	$23K	Hold	534	–	–	﹤0.01%	308
2018 Q3	$23K	Hold	534	–	–	﹤0.01%	333
2018 Q2	$25K	Hold	534	–	–	﹤0.01%	329
2018 Q1	$24K	Hold	534	–	–	﹤0.01%	343
2017 Q4	$26K	Hold	534	–	–	﹤0.01%	323
2017 Q3	$26K	Hold	534	–	–	﹤0.01%	320
2017 Q2	$26K	Sell	534 -500	-48%	-$25.1K	﹤0.01%	332
2017 Q1	$51K	Buy	1,034 +500	+94%	+$24.7K	0.01%	272
2016 Q4	$26K	Hold	534	–	–	﹤0.01%	320
2016 Q3	$27K	Hold	534	–	–	﹤0.01%	316
2016 Q2	$29K	Hold	534	–	–	0.01%	304
2016 Q1	$28K	Hold	534	–	–	﹤0.01%	311
2015 Q4	$25K	Hold	534	–	–	﹤0.01%	322
2015 Q3	$24K	Sell	534 -800	-60%	-$35.1K	﹤0.01%	327
2015 Q2	$56K	Buy	+1,334	New	+$58.1K	0.01%	256

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Endurance Wealth Management's SO Position: Q2 2023 in Review

Endurance Wealth Management held its Southern Company (SO) position steady in Q2 2023 at 534 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #368.

Endurance Wealth Management first reported a position in SO in Q2 2015 and has held it in 33 quarters since. The position peaked at $56K in Q2 2015. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

Endurance Wealth Management held 534 shares of Southern Company worth $38K as of Q2 2023.
Endurance Wealth Management left its Southern Company share count unchanged in Q2 2023.
Southern Company made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #368 holding.
Endurance Wealth Management first reported a position in Southern Company in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Southern Company position peaked at $56K in Q2 2015.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.