Riggs Asset Management’s Southern Company SO Stock Holding History

Riggs Asset Management’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 Q2	–	Sell	-250	Closed	-$18K	–	333
2022 Q1	$18K	Hold	250	–	–	0.01%	207
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	215
2021 Q3	$15K	Hold	250	–	–	﹤0.01%	214
2021 Q2	$15K	Buy	+250	New	+$16K	﹤0.01%	220
2020 Q4	–	Sell	-350	Closed	-$18K	–	297
2020 Q3	$18K	Hold	350	–	–	0.01%	123
2020 Q2	$18K	Hold	350	–	–	0.01%	141
2020 Q1	$18K	Hold	350	–	–	0.01%	143
2019 Q4	$22K	Buy	+350	New	+$21.7K	0.01%	170
2015 Q3	–	Sell	-202	Closed	-$8K	–	295
2015 Q2	$8K	Hold	202	–	–	﹤0.01%	236
2015 Q1	$9K	Hold	202	–	–	﹤0.01%	220
2014 Q4	$10K	Hold	202	–	–	﹤0.01%	217
2014 Q3	$9K	Buy	+202	New	+$8.87K	0.01%	214

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

Riggs Asset Management's SO Position: Q2 2022 in Review

Riggs Asset Management sold out of Southern Company (SO) in Q2 2022, closing a stake of 250 shares — an estimated $18K sold.

Riggs Asset Management first reported a position in SO in Q3 2014 and held it in 12 quarters. The position peaked at $22K in Q4 2019. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Riggs Asset Management reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
Riggs Asset Management sold 250 Southern Company shares in Q2 2022, an estimated $18K.
Riggs Asset Management first reported a position in Southern Company in Q3 2014 and held it in 12 quarters.
Riggs Asset Management's Southern Company position peaked at $22K in Q4 2019.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Riggs Asset Management's 13F filing for Q2 2022, filed 4 Aug 2022.