SFP
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Sterling Financial Planning’s Southern Company SO Stock Holding History

Sterling Financial Planning’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
-626
Closed -$39K – 344
2021
Q3 		$39K Hold
626
– – 0.02% 210
2021
Q2 		$38K Hold
626
– – 0.02% 199
2021
Q1 		$39K Hold
626
– – 0.03% 172
2020
Q4 		$38K Buy
+626
New +$37.6K 0.03% 162

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's SO Position: Q4 2021 in Review

Sterling Financial Planning sold out of Southern Company (SO) in Q4 2021, closing a stake of 626 shares — an estimated $39K sold.

Sterling Financial Planning first reported a position in SO in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q3 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • Sterling Financial Planning reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 626 Southern Company shares in Q4 2021, an estimated $39K.
  • Sterling Financial Planning first reported a position in Southern Company in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Southern Company position peaked at $39K in Q3 2021.
  • 1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.