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Sanctuary Wealth Management’s Southern Company SO Stock Holding History

Sanctuary Wealth 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
2024
Q4 		$39.3K Hold
477
– – 0.03% 102
2024
Q3 		$43K Hold
477
– – 0.03% 109
2024
Q2 		$37K Hold
477
– – 0.03% 101
2024
Q1 		$34.2K Hold
477
– – 0.03% 105
2023
Q4 		$33.4K Hold
477
– – 0.03% 98
2023
Q3 		$30.9K Hold
477
– – 0.03% 90
2023
Q2 		$33.5K Buy
+477
New +$34.2K 0.04% 88
2022
Q4 		$34.1K Buy
+477
New +$31.9K 0.04% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanctuary Wealth Management's SO Position: Q4 2024 in Review

Sanctuary Wealth Management held its Southern Company (SO) position steady in Q4 2024 at 477 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Sanctuary Wealth Management first reported a position in SO in Q4 2022 and has held it in 8 quarters since. The position peaked at $43K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Sanctuary Wealth Management held 477 shares of Southern Company worth $39.3K as of Q4 2024.
  • Sanctuary Wealth Management left its Southern Company share count unchanged in Q4 2024.
  • Southern Company made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #102 holding.
  • Sanctuary Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Southern Company position peaked at $43K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.