HawsGoodwin Investment Management’s Southern Company SO Stock Holding History

HawsGoodwin Investment 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 Q4	$1.28M	Sell	18,626 -271	-1%	-$17.3K	0.37%	61
2021 Q3	$1.17M	Sell	18,897 -33	-0.2%	-$2.13K	0.36%	64
2021 Q2	$1.15M	Sell	18,930 -376	-2%	-$24K	0.35%	64
2021 Q1	$1.2M	Sell	19,306 -3,714	-16%	-$222K	0.38%	59
2020 Q4	$1.41M	Buy	23,020 +1,393	+6%	+$83.7K	0.44%	50
2020 Q3	$1.17M	Buy	21,627 +372	+2%	+$19.9K	0.42%	53
2020 Q2	$1.1M	Sell	21,255 -4,523	-18%	-$251K	0.43%	53
2020 Q1	$1.4M	Sell	25,778 -4,852	-16%	-$307K	0.7%	41
2019 Q4	$1.95M	Buy	+30,630	New	+$1.9M	1.02%	33

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

HawsGoodwin Investment Management's SO Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its Southern Company (SO) stake by 1.4% in Q4 2021, selling an estimated $17.3K and leaving 18,626 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #61.

HawsGoodwin Investment Management first reported a position in SO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.95M in Q4 2019. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

HawsGoodwin Investment Management held 18,626 shares of Southern Company worth $1.28M as of Q4 2021.
HawsGoodwin Investment Management sold 271 Southern Company shares in Q4 2021, an estimated $17.3K.
Southern Company made up 0.37% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #61 holding.
HawsGoodwin Investment Management first reported a position in Southern Company in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's Southern Company position peaked at $1.95M in Q4 2019.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.