Security National Bank’s Southern Company SO Stock Holding History

Security National Bank’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
2021 Q4	–	Sell	-5,700	Closed	-$353K	–	110
2021 Q3	$353K	Hold	5,700	–	–	0.09%	77
2021 Q2	$345K	Hold	5,700	–	–	0.09%	77
2021 Q1	$354K	Buy	+5,700	New	+$341K	0.1%	74

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Security National Bank's SO Position: Q4 2021 in Review

Security National Bank sold out of Southern Company (SO) in Q4 2021, closing a stake of 5,700 shares — an estimated $353K sold.

Security National Bank first reported a position in SO in Q1 2021 and held it in 3 quarters. The position peaked at $354K in Q1 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Security National Bank reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
Security National Bank sold 5,700 Southern Company shares in Q4 2021, an estimated $353K.
Security National Bank first reported a position in Southern Company in Q1 2021 and held it in 3 quarters.
Security National Bank's Southern Company position peaked at $354K in Q1 2021.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Security National Bank's 13F filing for Q4 2021, filed 28 Jan 2022.