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Redwood Financial Network’s Southern Company SO Stock Holding History

Redwood Financial Network’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 		– Sell
-4,737
Closed -$333K – 152
2023
Q2 		$333K Buy
4,737
+16
+0.3% +$1.15K 0.31% 97
2023
Q1 		$328K Buy
4,721
+17
+0.4% +$1.15K 0.33% 99
2022
Q4 		$336K Buy
4,704
+15
+0.3% +$1K 0.38% 88
2022
Q3 		$319K Buy
4,689
+14
+0.3% +$1.06K 0.36% 88
2022
Q2 		$333K Buy
4,675
+14
+0.3% +$1.03K 0.36% 90
2022
Q1 		$338K Buy
+4,661
New +$316K 0.31% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Redwood Financial Network's SO Position: Q3 2023 in Review

Redwood Financial Network sold out of Southern Company (SO) in Q3 2023, closing a stake of 4,737 shares — an estimated $333K sold.

Redwood Financial Network first reported a position in SO in Q1 2022 and held it in 6 quarters. The position peaked at $338K in Q1 2022. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Redwood Financial Network reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • Redwood Financial Network sold 4,737 Southern Company shares in Q3 2023, an estimated $333K.
  • Redwood Financial Network first reported a position in Southern Company in Q1 2022 and held it in 6 quarters.
  • Redwood Financial Network's Southern Company position peaked at $338K in Q1 2022.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.