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Financial Strategies Group’s Southern Company SO Stock Holding History

Financial Strategies Group’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
Q1 		– Sell
-3,108
Closed -$213K – 89
2021
Q4 		$213K Buy
+3,108
New +$198K 0.09% 77

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Strategies Group's SO Position: Q1 2022 in Review

Financial Strategies Group sold out of Southern Company (SO) in Q1 2022, closing a stake of 3,108 shares — an estimated $213K sold.

Financial Strategies Group first reported a position in SO in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Financial Strategies Group reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
  • Financial Strategies Group sold 3,108 Southern Company shares in Q1 2022, an estimated $213K.
  • Financial Strategies Group first reported a position in Southern Company in Q4 2021 and held it in 1 quarter.
  • Financial Strategies Group's Southern Company position peaked at $213K in Q4 2021.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Financial Strategies Group's 13F filing for Q1 2022, filed 29 Apr 2022.