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Redhawk Wealth Advisors’s Southern Company SO Stock Holding History

Redhawk 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
2022
Q4 		– Sell
-12,243
Closed -$832K – 200
2022
Q3 		$832K Buy
+12,243
New +$927K 0.35% 83
2019
Q3 		– Sell
-247
Closed -$14K – 386
2019
Q2 		$14K Buy
+247
New +$13.2K 0.01% 340

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redhawk Wealth Advisors's SO Position: Q4 2022 in Review

Redhawk Wealth Advisors sold out of Southern Company (SO) in Q4 2022, closing a stake of 12,243 shares — an estimated $832K sold.

Redhawk Wealth Advisors first reported a position in SO in Q2 2019 and held it in 2 quarters. The position peaked at $832K in Q3 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Redhawk Wealth Advisors reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 12,243 Southern Company shares in Q4 2022, an estimated $832K.
  • Redhawk Wealth Advisors first reported a position in Southern Company in Q2 2019 and held it in 2 quarters.
  • Redhawk Wealth Advisors's Southern Company position peaked at $832K in Q3 2022.
  • 1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.