Sterling Investment Advisors (Pennsylvania)’s Southern Company SO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-900	Closed	-$64K	–	450
2022 Q2	$64K	Hold	900	–	–	0.02%	210
2022 Q1	$65K	Hold	900	–	–	0.02%	231
2021 Q4	$62K	Sell	900 -20	-2%	-$1.27K	0.02%	235
2021 Q3	$57K	Buy	920 +220	+31%	+$14.2K	0.02%	236
2021 Q2	$42K	Buy	700 +200	+40%	+$12.8K	0.01%	278
2021 Q1	$31K	Hold	500	–	–	0.01%	280
2020 Q4	$31K	Hold	500	–	–	0.01%	266
2020 Q3	$27K	Hold	500	–	–	0.01%	263
2020 Q2	$25K	Hold	500	–	–	0.01%	272
2020 Q1	$27K	Hold	500	–	–	0.01%	242
2019 Q4	$31K	Hold	500	–	–	0.01%	256
2019 Q3	$31K	Hold	500	–	–	0.02%	253
2019 Q2	$28K	Hold	500	–	–	0.01%	266
2019 Q1	$26K	Hold	500	–	–	0.01%	274
2018 Q4	$21K	Sell	500 -56	-10%	-$2.55K	0.01%	276
2018 Q3	$24K	Buy	556 +56	+11%	+$2.58K	0.01%	290
2018 Q2	$23K	Hold	500	–	–	0.01%	284
2018 Q1	$22K	Hold	500	–	–	0.01%	270
2017 Q4	$24K	Hold	500	–	–	0.01%	246
2017 Q3	$25K	Hold	500	–	–	0.02%	239
2017 Q2	$24K	Hold	500	–	–	0.02%	241
2017 Q1	$25K	Hold	500	–	–	0.02%	230
2016 Q4	$25K	Buy	+500	New	+$24.6K	0.02%	200

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Southern Company (SO) in Q3 2022, closing a stake of 900 shares — an estimated $64K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SO in Q4 2016 and held it in 23 quarters. The position peaked at $65K in Q1 2022. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 900 Southern Company shares in Q3 2022, an estimated $64K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Southern Company in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Southern Company position peaked at $65K in Q1 2022.
1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.