Piershale Financial Group’s Southern Company SO Stock Holding History

Piershale Financial Group’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 Q2	$10.5K	Hold	150	–	–	0.01%	110
2023 Q1	$10.4K	Sell	150 -40	-21%	-$2.69K	0.01%	108
2022 Q4	$13.6K	Buy	+190	New	+$12.7K	0.01%	89
2016 Q4	–	Sell	-12	Closed	-$1K	–	118
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	143
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	135
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	131
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	193
2015 Q3	$1K	Buy	+12	New	+$526	﹤0.01%	128
2015 Q2	–	Sell	-12	Closed	-$1K	–	144
2015 Q1	$1K	Hold	12	–	–	﹤0.01%	126
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	140
2014 Q3	$1K	Hold	12	–	–	﹤0.01%	127
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	152
2014 Q1	$1K	Hold	12	–	–	﹤0.01%	127
2013 Q4	$0	Hold	12	–	–	﹤0.01%	159
2013 Q3	$0	Buy	+12	New	+$517	﹤0.01%	136

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Piershale Financial Group's SO Position: Q2 2023 in Review

Piershale Financial Group held its Southern Company (SO) position steady in Q2 2023 at 150 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #110.

Piershale Financial Group first reported a position in SO in Q3 2013 and has held it in 15 quarters since. The position peaked at $13.6K in Q4 2022. 1,723 funds tracked by Wall St. Rank hold SO as of Q2 2023.

Piershale Financial Group held 150 shares of Southern Company worth $10.5K as of Q2 2023.
Piershale Financial Group left its Southern Company share count unchanged in Q2 2023.
Southern Company made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #110 holding.
Piershale Financial Group first reported a position in Southern Company in Q3 2013 and has held it in 15 quarters since.
Piershale Financial Group's Southern Company position peaked at $13.6K in Q4 2022.
1,723 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.