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Ford Financial Group’s Southern Company SO Stock Holding History

Ford Financial 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
-1,000
Closed -$68 – 444
2021
Q4 		$68 Buy
+1,000
New +$63.8K 0.01% 196
2021
Q3 		– Sell
-1,000
Closed -$60K – 475
2021
Q2 		$60K Buy
+1,000
New +$64K 0.02% 195
2020
Q3 		– Sell
-5,000
Closed -$259K – 95
2020
Q2 		$259K Hold
5,000
– – 0.14% 71
2020
Q1 		$270K Buy
+5,000
New +$317K 0.18% 59

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

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

Ford Financial Group sold out of Southern Company (SO) in Q1 2022, closing a stake of 1,000 shares — an estimated $68 sold.

Ford Financial Group first reported a position in SO in Q1 2020 and held it in 4 quarters. The position peaked at $270K in Q1 2020. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Ford Financial Group reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,000 Southern Company shares in Q1 2022, an estimated $68.
  • Ford Financial Group first reported a position in Southern Company in Q1 2020 and held it in 4 quarters.
  • Ford Financial Group's Southern Company position peaked at $270K in Q1 2020.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

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