Financial Synergies Wealth Advisors’s Southern Company SO Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-522	Closed	-$37.4K	–	408
2024 Q1	$37.4K	Buy	522 +508	+3,629%	+$35.1K	﹤0.01%	150
2023 Q4	$1K	Sell	14 -498	-97%	-$34.2K	﹤0.01%	325
2023 Q3	$33.1K	Buy	512 +5	+1%	+$347	﹤0.01%	143
2023 Q2	$35.6K	Buy	507 +8	+2%	+$574	0.01%	127
2023 Q1	$34.7K	Buy	499 +485	+3,464%	+$32.7K	0.01%	133
2022 Q4	$1K	Hold	14	–	–	﹤0.01%	325
2022 Q3	$952	Hold	14	–	–	﹤0.01%	304
2022 Q2	$999	Buy	+14	New	+$1.03K	﹤0.01%	309

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

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

Financial Synergies Wealth Advisors's SO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Southern Company (SO) in Q2 2024, closing a stake of 522 shares — an estimated $37.4K sold.

Financial Synergies Wealth Advisors first reported a position in SO in Q2 2022 and held it in 8 quarters. The position peaked at $37.4K in Q1 2024. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 522 Southern Company shares in Q2 2024, an estimated $37.4K.
Financial Synergies Wealth Advisors first reported a position in Southern Company in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Southern Company position peaked at $37.4K in Q1 2024.
1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.