Fairway Wealth’s Southern Company SO Stock Holding History

Fairway Wealth’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 Q3	–	Sell	-58	Closed	-$4.5K	–	334
2024 Q2	$4.5K	Buy	+58	New	+$4.39K	﹤0.01%	227

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fairway Wealth's SO Position: Q3 2024 in Review

Fairway Wealth sold out of Southern Company (SO) in Q3 2024, closing a stake of 58 shares — an estimated $4.5K sold.

Fairway Wealth first reported a position in SO in Q2 2024 and held it in 1 quarter. The position peaked at $4.5K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Fairway Wealth reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
Fairway Wealth sold 58 Southern Company shares in Q3 2024, an estimated $4.5K.
Fairway Wealth first reported a position in Southern Company in Q2 2024 and held it in 1 quarter.
Fairway Wealth's Southern Company position peaked at $4.5K in Q2 2024.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Fairway Wealth's 13F filing for Q3 2024, filed 1 Nov 2024.