Hall Private Wealth Advisors’s Southern Company SO Stock Holding History

Hall Private Wealth Advisors’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	-23,977	Closed	-$1.74M	–	48
2022 Q1	$1.74M	Sell	23,977 -1,354	-5%	-$91.7K	0.93%	22
2021 Q4	$1.74M	Sell	25,331 -19,430	-43%	-$1.24M	1.08%	23
2021 Q3	$2.77M	Sell	44,761 -12,824	-22%	-$826K	1.77%	19
2021 Q2	$3.48M	Buy	+57,585	New	+$3.68M	2.27%	18
2020 Q4	$2.22M	Buy	+36,113	New	+$2.17M	1.83%	15

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

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

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

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

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

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

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

Hall Private Wealth Advisors's SO Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of Southern Company (SO) in Q2 2022, closing a stake of 23,977 shares — an estimated $1.74M sold.

Hall Private Wealth Advisors first reported a position in SO in Q4 2020 and held it in 5 quarters. The position peaked at $3.48M in Q2 2021. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Hall Private Wealth Advisors reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 23,977 Southern Company shares in Q2 2022, an estimated $1.74M.
Hall Private Wealth Advisors first reported a position in Southern Company in Q4 2020 and held it in 5 quarters.
Hall Private Wealth Advisors's Southern Company position peaked at $3.48M in Q2 2021.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.