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Freedman Financial Associates’s Southern Company SO Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-3,240
Closed -$237K – 355
2022
Q1 		$237K Hold
3,240
– – 0.16% 67
2021
Q4 		$222K Hold
3,240
– – 0.15% 69
2021
Q3 		$201K Sell
3,240
-100
-3% -$6.44K 0.15% 68
2021
Q2 		$202K Hold
3,340
– – 0.15% 66
2021
Q1 		$208K Hold
3,340
– – 0.17% 57
2020
Q4 		$205K Buy
+3,340
New +$201K 0.18% 55

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

Freedman Financial Associates's SO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Southern Company (SO) in Q2 2022, closing a stake of 3,240 shares — an estimated $237K sold.

Freedman Financial Associates first reported a position in SO in Q4 2020 and held it in 6 quarters. The position peaked at $237K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,240 Southern Company shares in Q2 2022, an estimated $237K.
  • Freedman Financial Associates first reported a position in Southern Company in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Southern Company position peaked at $237K in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.