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Liberty Wealth Management’s Southern Company SO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,294
Closed -$144K – 958
2021
Q3 		$144K Buy
2,294
+1,159
+102% +$74.6K 0.05% 221
2021
Q2 		$69K Buy
1,135
+11
+1% +$703 0.03% 267
2021
Q1 		$66K Hold
1,124
– – 0.03% 237
2020
Q4 		$66K Buy
1,124
+619
+123% +$37.2K 0.03% 234
2020
Q3 		$27K Sell
505
-141
-22% -$7.54K 0.02% 354
2020
Q2 		$33K Buy
646
+219
+51% +$12.2K 0.02% 297
2020
Q1 		$23K Sell
427
-749
-64% -$47.5K 0.02% 341
2019
Q4 		$75K Buy
1,176
+558
+90% +$34.6K 0.06% 192
2019
Q3 		$38K Sell
618
-847
-58% -$49.1K 0.04% 279
2019
Q2 		$81K Buy
1,465
+621
+74% +$33.2K 0.07% 189
2019
Q1 		$43K Buy
844
+44
+6% +$2.16K 0.03% 219
2018
Q4 		$35K Buy
+800
New +$36.4K 0.03% 233

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's SO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Southern Company (SO) in Q4 2021, closing a stake of 2,294 shares — an estimated $144K sold.

Liberty Wealth Management first reported a position in SO in Q4 2018 and held it in 12 quarters. The position peaked at $144K in Q3 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,294 Southern Company shares in Q4 2021, an estimated $144K.
  • Liberty Wealth Management first reported a position in Southern Company in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Southern Company position peaked at $144K in Q3 2021.
  • 1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.