SGC
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Slocum, Gordon & Co’s Southern Company SO Stock Holding History

Slocum, Gordon & Co’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
2025
Q3 		– Sell
-1,381
Closed -$127K – 118
2025
Q2 		$127K Sell
1,381
-70
-5% -$6.29K 0.1% 68
2025
Q1 		$133K Hold
1,451
– – 0.1% 63
2024
Q4 		$119K Sell
1,451
-907,302
-100% -$79.6M 0.1% 66
2024
Q3 		$37.7M Buy
908,753
+907,219
+59,141% +$77.5M 15.17% 2
2024
Q2 		$119K Hold
1,534
– – 0.09% 64
2024
Q1 		$110K Hold
1,534
– – 0.08% 65
2023
Q4 		$108K Buy
1,534
+500
+48% +$34.3K 0.09% 63
2023
Q3 		$66.9K Hold
1,034
– – 0.06% 79
2023
Q2 		$72.6K Hold
1,034
– – 0.05% 69
2023
Q1 		$71.9K Sell
1,034
-1
-0.1% -$67 0.06% 74
2022
Q4 		$73.9K Buy
+1,035
New +$69.2K 0.05% 70

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return