Sandbox Financial Partners’s Southern Company SO Stock Holding History

Sandbox Financial Partners’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 Q2	–	Sell	-5,333	Closed	-$371K	–	98
2023 Q1	$371K	Sell	5,333 -122	-2%	-$8.21K	0.22%	61
2022 Q4	$390K	Buy	5,455 +1	+0%	+$67	0.27%	49
2022 Q3	$371K	Buy	5,454 +1	+0%	+$76	0.27%	50
2022 Q2	$389K	Buy	5,453 +1	+0%	+$73	0.28%	51
2022 Q1	$395K	Sell	5,452 -174	-3%	-$11.8K	0.23%	51
2021 Q4	$386K	Hold	5,626	–	–	0.24%	51
2021 Q3	$349K	Hold	5,626	–	–	0.25%	57
2021 Q2	$340K	Hold	5,626	–	–	0.25%	53
2021 Q1	$355K	Hold	5,626	–	–	0.29%	49
2020 Q4	$346K	Buy	+5,626	New	+$338K	0.32%	45

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandbox Financial Partners's SO Position: Q2 2023 in Review

Sandbox Financial Partners sold out of Southern Company (SO) in Q2 2023, closing a stake of 5,333 shares — an estimated $371K sold.

Sandbox Financial Partners first reported a position in SO in Q4 2020 and held it in 10 quarters. The position peaked at $395K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

Sandbox Financial Partners reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
Sandbox Financial Partners sold 5,333 Southern Company shares in Q2 2023, an estimated $371K.
Sandbox Financial Partners first reported a position in Southern Company in Q4 2020 and held it in 10 quarters.
Sandbox Financial Partners's Southern Company position peaked at $395K in Q1 2022.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Sandbox Financial Partners's 13F filing for Q2 2023, filed 14 Jul 2023.