Fairfield Financial Advisors’s Southern Company SO Stock Holding History

Fairfield Financial 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
2025 Q1	–	Sell	-284	Closed	-$23.4K	–	176
2024 Q4	$23.4K	Buy	284 +2	+0.7%	+$175	0.01%	159
2024 Q3	$25.4K	Buy	282 +2	+0.7%	+$171	0.01%	174
2024 Q2	$21.7K	Buy	+280	New	+$21.2K	0.01%	170
2023 Q4	$33.3K	Buy	474 +4	+0.9%	+$275	0.01%	174
2023 Q3	$30.4K	Buy	470 +5	+1%	+$347	0.01%	162
2023 Q2	$32.7K	Buy	465 +5	+1%	+$359	0.01%	168
2023 Q1	$31.8K	Buy	460 +4	+0.9%	+$269	0.01%	170
2022 Q4	$32.5K	Buy	456 +5	+1%	+$334	0.01%	149
2022 Q3	$30.7K	Buy	451 +4	+0.9%	+$303	0.01%	149
2022 Q2	$31.9K	Buy	447 +4	+0.9%	+$294	0.01%	141
2022 Q1	$32.1K	Buy	+443	New	+$30K	0.01%	152

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fairfield Financial Advisors's SO Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 284 shares — an estimated $23.4K sold.

Fairfield Financial Advisors first reported a position in SO in Q1 2022 and held it in 11 quarters. The position peaked at $33.3K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Fairfield Financial Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 284 Southern Company shares in Q1 2025, an estimated $23.4K.
Fairfield Financial Advisors first reported a position in Southern Company in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Southern Company position peaked at $33.3K in Q4 2023.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.