Milestone Advisory Partners’s Southern Company SO Stock Holding History

Milestone Advisory 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	$221K	Hold	3,408	–	–	0.18%	65
2023 Q2	$239K	Hold	3,408	–	–	0.22%	60
2023 Q1	$237K	Hold	3,408	–	–	0.22%	60
2022 Q4	$243K	Hold	3,408	–	–	0.18%	63
2022 Q3	$232K	Hold	3,408	–	–	0.17%	65
2022 Q2	$249K	Hold	3,408	–	–	0.2%	57
2022 Q1	$247K	Hold	3,408	–	–	0.13%	73
2021 Q4	$234K	Hold	3,408	–	–	0.12%	81
2021 Q3	$211K	Buy	+3,408	New	+$219K	0.12%	81
2020 Q3	–	Sell	-4,588	Closed	-$464K	–	51
2020 Q2	$464K	Buy	+4,588	New	+$255K	0.27%	34

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Milestone Advisory Partners's SO Position: Q3 2023 in Review

Milestone Advisory Partners held its Southern Company (SO) position steady in Q3 2023 at 3,408 shares worth $221K. The position accounts for 0.18% of the portfolio, ranked #65.

Milestone Advisory Partners first reported a position in SO in Q2 2020 and has held it in 10 quarters since. The position peaked at $464K in Q2 2020. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Milestone Advisory Partners held 3,408 shares of Southern Company worth $221K as of Q3 2023.
Milestone Advisory Partners left its Southern Company share count unchanged in Q3 2023.
Southern Company made up 0.18% of Milestone Advisory Partners's portfolio in Q3 2023, its #65 holding.
Milestone Advisory Partners first reported a position in Southern Company in Q2 2020 and has held it in 10 quarters since.
Milestone Advisory Partners's Southern Company position peaked at $464K in Q2 2020.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.