Hudock Inc’s Southern Company SO Stock Holding History

Hudock Inc’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 Q4	–	Sell	-58	Closed	-$3K	–	638
2022 Q3	$3K	Buy	58 +1	+2%	+$76	﹤0.01%	668
2022 Q2	$4K	Hold	57	–	–	﹤0.01%	628
2022 Q1	$4K	Buy	57 +1	+2%	+$68	﹤0.01%	641
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	671
2021 Q3	$3K	Buy	56 +1	+2%	+$64	﹤0.01%	731
2021 Q2	$3K	Hold	55	–	–	﹤0.01%	702
2021 Q1	$3K	Buy	55 +1	+2%	+$60	﹤0.01%	689
2020 Q4	$3K	Buy	54 +1	+2%	+$60	﹤0.01%	666
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	671
2020 Q2	$2K	Buy	53 +1	+2%	+$56	﹤0.01%	646
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	583
2019 Q4	$3K	Buy	52 +1	+2%	+$62	﹤0.01%	562
2019 Q3	$3K	Hold	51	–	–	﹤0.01%	568
2019 Q2	$2K	Buy	51 +1	+2%	+$54	﹤0.01%	623
2019 Q1	$2K	Buy	+50	New	+$2.45K	﹤0.01%	595
2013 Q3	–	Sell	-750	Closed	-$33K	–	553
2013 Q2	$33K	Buy	+750	New	+$34.5K	0.05%	203

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Hudock Inc's SO Position: Q4 2022 in Review

Hudock Inc sold out of Southern Company (SO) in Q4 2022, closing a stake of 58 shares — an estimated $3K sold.

Hudock Inc first reported a position in SO in Q2 2013 and held it in 16 quarters. The position peaked at $33K in Q2 2013. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Hudock Inc reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 58 Southern Company shares in Q4 2022, an estimated $3K.
Hudock Inc first reported a position in Southern Company in Q2 2013 and held it in 16 quarters.
Hudock Inc's Southern Company position peaked at $33K in Q2 2013.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.