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Outlook Wealth Advisors’s Southern Company SO Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-2,267
Closed -$204K – 274
2024
Q3 		$204K Buy
+2,267
New +$194K 0.06% 249
2020
Q1 		– Sell
-3,496
Closed -$222K – 182
2019
Q4 		$222K Sell
3,496
-3,648
-51% -$226K 0.13% 134
2019
Q3 		$441K Sell
7,144
-3,493
-33% -$202K 0.26% 85
2019
Q2 		$588K Buy
10,637
+281
+3% +$15K 0.39% 64
2019
Q1 		$535K Buy
10,356
+8,225
+386% +$403K 0.44% 61
2018
Q4 		$936K Buy
+2,131
New +$96.9K 0.43% 56

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Outlook Wealth Advisors's SO Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of Southern Company (SO) in Q4 2024, closing a stake of 2,267 shares — an estimated $204K sold.

Outlook Wealth Advisors first reported a position in SO in Q4 2018 and held it in 6 quarters. The position peaked at $936K in Q4 2018. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,267 Southern Company shares in Q4 2024, an estimated $204K.
  • Outlook Wealth Advisors first reported a position in Southern Company in Q4 2018 and held it in 6 quarters.
  • Outlook Wealth Advisors's Southern Company position peaked at $936K in Q4 2018.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.