Harvest Group Wealth Management’s Southern Company SO Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-1,753	Closed	-$108K	–	610
2020 Q4	$108K	Buy	1,753 +19	+1%	+$1.14K	0.06%	66
2020 Q3	$94K	Buy	1,734 +20	+1%	+$1.07K	0.07%	62
2020 Q2	$88K	Buy	1,714 +19	+1%	+$1.06K	0.07%	56
2020 Q1	$91K	Buy	1,695 +16	+1%	+$1.01K	0.09%	60
2019 Q4	$106K	Buy	1,679 +16	+1%	+$992	0.09%	54
2019 Q3	$103K	Buy	1,663 +18	+1%	+$1.04K	0.13%	53
2019 Q2	$90K	Buy	1,645 +17	+1%	+$910	0.12%	50
2019 Q1	$84K	Buy	+1,628	New	+$79.8K	0.08%	65

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Harvest Group Wealth Management's SO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Southern Company (SO) in Q1 2021, closing a stake of 1,753 shares — an estimated $108K sold.

Harvest Group Wealth Management first reported a position in SO in Q1 2019 and held it in 8 quarters. The position peaked at $108K in Q4 2020. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

Harvest Group Wealth Management reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,753 Southern Company shares in Q1 2021, an estimated $108K.
Harvest Group Wealth Management first reported a position in Southern Company in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Southern Company position peaked at $108K in Q4 2020.
1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.