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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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