HFS
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HBC Financial Services’s Southern Company SO Stock Holding History

HBC Financial Services’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
2023
Q1 		– Sell
-2
Closed – – 199
2022
Q4 		$0 Hold
2
– – ﹤0.01% 185
2022
Q3 		$0 Hold
2
– – ﹤0.01% 186
2022
Q2 		$0 Hold
2
– – ﹤0.01% 189
2022
Q1 		$0 Hold
2
– – ﹤0.01% 185
2021
Q4 		$0 Sell
2
-5
-71% -$319 ﹤0.01% 189
2021
Q3 		$0 Hold
7
– – ﹤0.01% 194
2021
Q2 		$0 Hold
7
– – ﹤0.01% 198
2021
Q1 		$467 Buy
+7
New +$419 ﹤0.01% 174
2020
Q1 		– Sell
-235
Closed -$15K – 167
2019
Q4 		$15K Buy
+235
New +$14.6K 0.01% 124

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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