KFS
SO icon

Kelly Financial Services’s Southern Company SO Stock Holding History

Kelly 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
2024
Q3 		– Sell
-295
Closed -$22.9K – 647
2024
Q2 		$22.9K Buy
295
+3
+1% +$227 0.01% 313
2024
Q1 		$21K Buy
292
+3
+1% +$207 0.01% 320
2023
Q4 		$20.3K Buy
289
+3
+1% +$206 0.01% 306
2023
Q3 		$18.5K Buy
286
+3
+1% +$208 0.01% 291
2023
Q2 		$19.9K Buy
283
+2
+0.7% +$143 0.01% 288
2023
Q1 		$19.5K Buy
281
+3
+1% +$202 0.01% 279
2022
Q4 		$19.8K Buy
278
+3
+1% +$201 0.01% 265
2022
Q3 		$18.7K Buy
275
+3
+1% +$227 0.01% 263
2022
Q2 		$19.4K Buy
+272
New +$20K 0.01% 256
2021
Q4 		– Sell
-210
Closed -$13K – 703
2021
Q3 		$13K Sell
210
-12,383
-98% -$797K 0.01% 299
2021
Q2 		$208K Buy
12,593
+12,387
+6,013% +$792K 0.01% 293
2021
Q1 		$12.8K Buy
+206
New +$12.3K 0.01% 269

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kelly Financial Services's SO Position: Q3 2024 in Review

Kelly Financial Services sold out of Southern Company (SO) in Q3 2024, closing a stake of 295 shares — an estimated $22.9K sold.

Kelly Financial Services first reported a position in SO in Q1 2021 and held it in 12 quarters. The position peaked at $208K in Q2 2021. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Kelly Financial Services reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 295 Southern Company shares in Q3 2024, an estimated $22.9K.
  • Kelly Financial Services first reported a position in Southern Company in Q1 2021 and held it in 12 quarters.
  • Kelly Financial Services's Southern Company position peaked at $208K in Q2 2021.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.