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Independent Solutions Wealth Management’s Southern Company SO Stock Holding History

Independent Solutions 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
2023
Q4 		– Sell
-3,550
Closed -$230K – 201
2023
Q3 		$230K Buy
3,550
+298
+9% +$20.7K 0.06% 179
2023
Q2 		$228K Buy
3,252
+85
+3% +$6.1K 0.06% 199
2023
Q1 		$220K Sell
3,167
-485
-13% -$32.7K 0.07% 197
2022
Q4 		$261K Sell
3,652
-453
-11% -$30.3K 0.08% 180
2022
Q3 		$279K Hold
4,105
– – 0.09% 166
2022
Q2 		$293K Sell
4,105
-72
-2% -$5.29K 0.09% 168
2022
Q1 		$303K Buy
4,177
+344
+9% +$23.3K 0.07% 172
2021
Q4 		$263K Buy
+3,833
New +$244K 0.06% 194
2021
Q2 		– Sell
-7,473
Closed -$465K – 214
2021
Q1 		$465K Sell
7,473
-527
-7% -$31.6K 0.13% 121
2020
Q4 		$491K Sell
8,000
-700
-8% -$42.1K 0.15% 108
2020
Q3 		$472K Buy
8,700
+37
+0.4% +$1.98K 0.18% 96
2020
Q2 		$449K Sell
8,663
-986
-10% -$54.8K 0.19% 96
2020
Q1 		$522K Sell
9,649
-3,472
-26% -$220K 0.29% 67
2019
Q4 		$836K Buy
+13,121
New +$813K 0.37% 52

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Independent Solutions Wealth Management's SO Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Southern Company (SO) in Q4 2023, closing a stake of 3,550 shares — an estimated $230K sold.

Independent Solutions Wealth Management first reported a position in SO in Q4 2019 and held it in 14 quarters. The position peaked at $836K in Q4 2019. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,550 Southern Company shares in Q4 2023, an estimated $230K.
  • Independent Solutions Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 14 quarters.
  • Independent Solutions Wealth Management's Southern Company position peaked at $836K in Q4 2019.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.