Squar Milner Financial Services’s Southern Company SO Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-500	Closed	-$27K	–	628
2020 Q1	$27K	Sell	500 -85	-15%	-$5.38K	0.02%	429
2019 Q4	$37K	Buy	+585	New	+$36.3K	0.02%	439
2019 Q3	–	Sell	-551	Closed	-$30K	–	632
2019 Q2	$30K	Hold	551	–	–	0.02%	412
2019 Q1	$28K	Hold	551	–	–	0.02%	391
2018 Q4	$24K	Hold	551	–	–	0.02%	374
2018 Q3	$24K	Hold	551	–	–	0.02%	395
2018 Q2	$26K	Buy	+551	New	+$24.7K	0.02%	443

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Squar Milner Financial Services's SO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Southern Company (SO) in Q2 2020, closing a stake of 500 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in SO in Q2 2018 and held it in 7 quarters. The position peaked at $37K in Q4 2019. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

Squar Milner Financial Services reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 500 Southern Company shares in Q2 2020, an estimated $27K.
Squar Milner Financial Services first reported a position in Southern Company in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Southern Company position peaked at $37K in Q4 2019.
1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.