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First Personal Financial Services’s Southern Company SO Stock Holding History

First Personal Financial Services’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 		$4.88M Sell
54,123
-1,831
-3% -$156K 1.03% 39
2024
Q2 		$4.34M Buy
55,954
+2,086
+4% +$158K 0.98% 39
2024
Q1 		$3.86M Buy
53,868
+26,092
+94% +$1.8M 0.9% 41
2023
Q4 		$1.95M Buy
27,776
+25,593
+1,172% +$1.76M 0.47% 55
2023
Q3 		$141K Sell
2,183
-180
-8% -$12.5K 0.04% 128
2023
Q2 		$166K Buy
2,363
+1,843
+354% +$132K 0.04% 120
2023
Q1 		$36.2K Sell
520
-82
-14% -$5.52K 0.01% 233
2022
Q4 		$43K Hold
602
– – 0.01% 222
2022
Q3 		$41K Buy
+602
New +$45.6K 0.01% 210
2022
Q1 		– Sell
-7
Closed – – 367
2021
Q4 		$0 Buy
+7
New +$446 ﹤0.01% 367
2021
Q3 		– Sell
-320
Closed -$19K – 322
2021
Q2 		$19K Hold
320
– – ﹤0.01% 257
2021
Q1 		$20K Hold
320
– – 0.01% 240
2020
Q4 		$20K Hold
320
– – 0.01% 242
2020
Q3 		$17K Hold
320
– – 0.01% 240
2020
Q2 		$17K Buy
+320
New +$17.8K 0.01% 236
2020
Q1 		– Sell
-51
Closed -$3K – 487
2019
Q4 		$3K Hold
51
– – ﹤0.01% 340
2019
Q3 		$3K Hold
51
– – ﹤0.01% 409
2019
Q2 		$3K Buy
+51
New +$2.73K ﹤0.01% 643
2018
Q1 		– Sell
-444
Closed -$21K – 1068
2017
Q4 		$21K Hold
444
– – ﹤0.01% 638
2017
Q3 		$22K Sell
444
-408
-48% -$19.8K ﹤0.01% 576
2017
Q2 		$41K Hold
852
– – 0.01% 459
2017
Q1 		$42K Buy
852
+360
+73% +$17.8K 0.01% 433
2016
Q4 		$24K Buy
492
+40
+9% +$1.97K 0.01% 512
2016
Q3 		$23K Hold
452
– – 0.01% 408
2016
Q2 		$24K Buy
+452
New +$22.7K 0.01% 390
2016
Q1 		– Sell
-48
Closed -$2K – 388
2015
Q4 		$2K Buy
+48
New +$2.18K ﹤0.01% 374

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

First Personal Financial Services's SO Position: Q3 2024 in Review

First Personal Financial Services reduced its Southern Company (SO) stake by 3.3% in Q3 2024, selling an estimated $156K and leaving 54,123 shares worth $4.88M. The position accounts for 1.03% of the portfolio, ranked #39.

First Personal Financial Services first reported a position in SO in Q4 2015 and has held it in 26 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • First Personal Financial Services held 54,123 shares of Southern Company worth $4.88M as of Q3 2024.
  • First Personal Financial Services sold 1,831 Southern Company shares in Q3 2024, an estimated $156K.
  • Southern Company made up 1.03% of First Personal Financial Services's portfolio in Q3 2024, its #39 holding.
  • First Personal Financial Services first reported a position in Southern Company in Q4 2015 and has held it in 26 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.