Evolution Wealth Advisors’s Southern Company SO Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-266	Closed	-$16K	–	549
2021 Q3	$16K	Hold	266	–	–	﹤0.01%	348
2021 Q2	$16K	Hold	266	–	–	﹤0.01%	341
2021 Q1	$17K	Hold	266	–	–	﹤0.01%	325
2020 Q4	$16K	Hold	266	–	–	﹤0.01%	291
2020 Q3	$14K	Hold	266	–	–	﹤0.01%	313
2020 Q2	$14K	Buy	+266	New	+$14.8K	﹤0.01%	250
2020 Q1	–	Sell	-166	Closed	-$11K	–	601
2019 Q4	$11K	Buy	+166	New	+$10.3K	﹤0.01%	289
2019 Q3	–	Sell	-154	Closed	-$9K	–	578
2019 Q2	$9K	Buy	+154	New	+$8.24K	﹤0.01%	191

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Evolution Wealth Advisors's SO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Southern Company (SO) in Q4 2021, closing a stake of 266 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in SO in Q2 2019 and held it in 8 quarters. The position peaked at $17K in Q1 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Evolution Wealth Advisors reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 266 Southern Company shares in Q4 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in Southern Company in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Southern Company position peaked at $17K in Q1 2021.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.