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KB Financial Partners’s Southern Company SO Stock Holding History

KB Financial Partners’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
Q3 		$7K Hold
102
– – ﹤0.01% 411
2023
Q2 		$7K Hold
102
– – ﹤0.01% 416
2023
Q1 		$7K Hold
102
– – ﹤0.01% 405
2022
Q4 		$7K Hold
102
– – ﹤0.01% 399
2022
Q3 		$7K Hold
102
– – ﹤0.01% 394
2022
Q2 		$7K Hold
102
– – ﹤0.01% 387
2022
Q1 		$7K Sell
102
-4
-4% -$271 ﹤0.01% 443
2021
Q4 		$7K Buy
+106
New +$6.76K ﹤0.01% 472
2021
Q3 		– Sell
-102
Closed -$6K – 510
2021
Q2 		$6K Hold
102
– – ﹤0.01% 467
2021
Q1 		$6K Buy
+102
New +$6.11K ﹤0.01% 495

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

KB Financial Partners's SO Position: Q3 2023 in Review

KB Financial Partners held its Southern Company (SO) position steady in Q3 2023 at 102 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

KB Financial Partners first reported a position in SO in Q1 2021 and has held it in 10 quarters since. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • KB Financial Partners held 102 shares of Southern Company worth $7K as of Q3 2023.
  • KB Financial Partners left its Southern Company share count unchanged in Q3 2023.
  • Southern Company made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #411 holding.
  • KB Financial Partners first reported a position in Southern Company in Q1 2021 and has held it in 10 quarters since.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.