GM Advisory Group’s Southern Company SO Stock Holding History

GM Advisory 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
2021 Q2	–	Sell	-3,317	Closed	-$206K	–	215
2021 Q1	$206K	Sell	3,317 -475	-13%	-$28.4K	0.02%	186
2020 Q4	$233K	Hold	3,792	–	–	0.03%	153
2020 Q3	$206K	Buy	+3,792	New	+$203K	0.03%	153
2020 Q2	–	Sell	-3,792	Closed	-$205K	–	187
2020 Q1	$205K	Buy	+3,792	New	+$240K	0.06%	113
2019 Q4	–	Sell	-3,792	Closed	-$234K	–	121
2019 Q3	$234K	Hold	3,792	–	–	0.07%	95
2019 Q2	$210K	Buy	+3,792	New	+$203K	0.07%	103
2017 Q2	–	Sell	-4,047	Closed	-$201K	–	122
2017 Q1	$201K	Sell	4,047 -540	-12%	-$26.7K	0.07%	99
2016 Q4	$226K	Buy	+4,587	New	+$225K	0.08%	97

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GM Advisory Group's SO Position: Q2 2021 in Review

GM Advisory Group sold out of Southern Company (SO) in Q2 2021, closing a stake of 3,317 shares — an estimated $206K sold.

GM Advisory Group first reported a position in SO in Q4 2016 and held it in 8 quarters. The position peaked at $234K in Q3 2019. 1,505 funds tracked by Wall St. Rank hold SO as of Q2 2021.

GM Advisory Group reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
GM Advisory Group sold 3,317 Southern Company shares in Q2 2021, an estimated $206K.
GM Advisory Group first reported a position in Southern Company in Q4 2016 and held it in 8 quarters.
GM Advisory Group's Southern Company position peaked at $234K in Q3 2019.
1,505 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on GM Advisory Group's 13F filing for Q2 2021, filed 16 Aug 2021.