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Rollins Financial’s Southern Company SO Stock Holding History

Rollins Financial’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
Q4 		$801K Sell
11,424
-1,100
-9% -$75.5K 0.17% 58
2023
Q3 		$811K Sell
12,524
-1,269
-9% -$88.1K 0.2% 55
2023
Q2 		$969K Sell
13,793
-2,906
-17% -$208K 0.26% 45
2023
Q1 		$1.16M Buy
16,699
+2,511
+18% +$169K 0.38% 43
2022
Q4 		$1.01M Sell
14,188
-5,386
-28% -$360K 0.38% 41
2022
Q3 		$1.33M Buy
19,574
+134
+0.7% +$10.2K 0.5% 31
2022
Q2 		$1.39M Buy
19,440
+2,054
+12% +$151K 0.49% 31
2022
Q1 		$1.26M Buy
17,386
+2,861
+20% +$194K 0.37% 33
2021
Q4 		$996K Buy
+14,525
New +$926K 0.29% 35
2021
Q2 		$939K Buy
15,525
+6,112
+65% +$391K 0.34% 36
2021
Q1 		$585K Buy
9,413
+3,531
+60% +$211K 0.25% 49
2020
Q4 		$361K Buy
+5,882
New +$354K 0.16% 61

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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return