Sarah T. Connolly’s Southern Company SO Stock Holding History

Sarah T. Connolly’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	–	Sell	-3,740	Closed	-$242K	–	73
2023 Q3	$242K	Sell	3,740 -1,010	-21%	-$70.1K	0.16%	82
2023 Q2	$334K	Sell	4,750 -250	-5%	-$17.9K	0.2%	79
2023 Q1	$348K	Hold	5,000	–	–	0.22%	79
2022 Q4	$357K	Hold	5,000	–	–	0.24%	78
2022 Q3	$340K	Hold	5,000	–	–	0.25%	81
2022 Q2	$357K	Hold	5,000	–	–	0.24%	79
2022 Q1	$363K	Hold	5,000	–	–	0.21%	77
2021 Q4	$343K	Sell	5,000 -700	-12%	-$44.6K	0.19%	80
2021 Q3	$353K	Hold	5,700	–	–	0.29%	80
2021 Q2	$345K	Sell	5,700 -250	-4%	-$16K	0.28%	79
2021 Q1	$370K	Hold	5,950	–	–	0.33%	77
2020 Q4	$366K	Buy	+5,950	New	+$358K	0.33%	77

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sarah T. Connolly's SO Position: Q4 2023 in Review

Sarah T. Connolly sold out of Southern Company (SO) in Q4 2023, closing a stake of 3,740 shares — an estimated $242K sold.

Sarah T. Connolly first reported a position in SO in Q4 2020 and held it in 12 quarters. The position peaked at $370K in Q1 2021. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Sarah T. Connolly reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 3,740 Southern Company shares in Q4 2023, an estimated $242K.
Sarah T. Connolly first reported a position in Southern Company in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Southern Company position peaked at $370K in Q1 2021.
1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.