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Kays Financial Advisory’s Southern Company SO Stock Holding History

Kays Financial Advisory’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
2020
Q3 		$596K Buy
10,991
+41
+0.4% +$2.19K 0.1% 64
2020
Q2 		$568K Sell
10,950
-213
-2% -$11.8K 0.1% 63
2020
Q1 		$604K Buy
11,163
+32
+0.3% +$2.03K 0.12% 58
2019
Q4 		$709K Sell
11,131
-13,711
-55% -$850K 0.13% 63
2019
Q3 		$1.53M Buy
24,842
+9,976
+67% +$578K 0.28% 50
2019
Q2 		$822K Buy
14,866
+63
+0.4% +$3.37K 0.15% 62
2019
Q1 		$765K Buy
14,803
+7,065
+91% +$346K 0.15% 62
2018
Q4 		$340K Buy
+7,738
New +$352K 0.08% 84
2018
Q2 		– Sell
-5,873
Closed -$262K – 78
2018
Q1 		$262K Sell
5,873
-11,438
-66% -$508K 0.06% 67
2017
Q4 		$832K Sell
17,311
-144
-0.8% -$7.34K 0.24% 51
2017
Q3 		$858K Buy
17,455
+326
+2% +$15.8K 0.27% 50
2017
Q2 		$820K Buy
17,129
+668
+4% +$33.5K 0.28% 51
2017
Q1 		$820K Buy
16,461
+2,534
+18% +$125K 0.29% 49
2016
Q4 		$685K Buy
+13,927
New +$684K 0.27% 54
2016
Q2 		– Sell
-8,028
Closed -$415K – 66
2016
Q1 		$415K Buy
+8,028
New +$391K 0.21% 52
2015
Q1 		– Sell
-6,608
Closed -$325K – 65
2014
Q4 		$325K Buy
+6,608
New +$312K 0.22% 37

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return