Goodman Financial’s Southern Company SO Stock Holding History

Goodman Financial’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 Q3	–	Sell	-6,499	Closed	-$393K	–	54
2021 Q2	$393K	Buy	+6,499	New	+$416K	0.12%	40

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goodman Financial's SO Position: Q3 2021 in Review

Goodman Financial sold out of Southern Company (SO) in Q3 2021, closing a stake of 6,499 shares — an estimated $393K sold.

Goodman Financial first reported a position in SO in Q2 2021 and held it in 1 quarter. The position peaked at $393K in Q2 2021. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

Goodman Financial reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
Goodman Financial sold 6,499 Southern Company shares in Q3 2021, an estimated $393K.
Goodman Financial first reported a position in Southern Company in Q2 2021 and held it in 1 quarter.
Goodman Financial's Southern Company position peaked at $393K in Q2 2021.
1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Goodman Financial's 13F filing for Q3 2021, filed 21 Oct 2021.