SB
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Sunflower Bank’s Southern Company SO Stock Holding History

Sunflower 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
2022
Q2 		– Sell
-6,219
Closed -$451K – 194
2022
Q1 		$451K Sell
6,219
-588
-9% -$39.8K 0.06% 125
2021
Q4 		$467K Buy
6,807
+140
+2% +$8.93K 0.06% 124
2021
Q3 		$413K Buy
6,667
+393
+6% +$25.3K 0.06% 132
2021
Q2 		$380K Sell
6,274
-1,075
-15% -$68.7K 0.06% 149
2021
Q1 		$457K Sell
7,349
-236
-3% -$14.1K 0.07% 121
2020
Q4 		$466K Buy
+7,585
New +$456K 0.08% 117

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sunflower Bank's SO Position: Q2 2022 in Review

Sunflower Bank sold out of Southern Company (SO) in Q2 2022, closing a stake of 6,219 shares — an estimated $451K sold.

Sunflower Bank first reported a position in SO in Q4 2020 and held it in 6 quarters. The position peaked at $467K in Q4 2021. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Sunflower Bank reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Sunflower Bank sold 6,219 Southern Company shares in Q2 2022, an estimated $451K.
  • Sunflower Bank first reported a position in Southern Company in Q4 2020 and held it in 6 quarters.
  • Sunflower Bank's Southern Company position peaked at $467K in Q4 2021.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Sunflower Bank's 13F filing for Q2 2022, filed 13 Sep 2022.