TRUE Private Wealth Advisors’s Southern Company SO Stock Holding History

TRUE Private Wealth Advisors’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
2024 Q3	–	Sell	-4,074	Closed	-$316K	–	270
2024 Q2	$316K	Sell	4,074 -52	-1%	-$3.94K	0.04%	218
2024 Q1	$296K	Buy	4,126 +46	+1%	+$3.17K	0.03%	231
2023 Q4	$286K	Sell	4,080 -2	-0%	-$137	0.04%	227
2023 Q3	$264K	Buy	4,082 +101	+3%	+$7.01K	0.04%	211
2023 Q2	$280K	Hold	3,981	–	–	0.04%	180
2023 Q1	$277K	Hold	3,981	–	–	0.04%	184
2022 Q4	$284K	Hold	3,981	–	–	0.04%	171
2022 Q3	$270K	Sell	3,981 -33	-0.8%	-$2.5K	0.04%	163
2022 Q2	$286K	Hold	4,014	–	–	0.04%	169
2022 Q1	$299K	Sell	4,014 -82	-2%	-$5.55K	0.04%	175
2021 Q4	$280K	Buy	4,096 +596	+17%	+$38K	0.04%	210
2021 Q3	$216K	Hold	3,500	–	–	0.03%	225
2021 Q2	$211K	Sell	3,500 -600	-15%	-$38.4K	0.03%	220
2021 Q1	$255K	Buy	4,100 +600	+17%	+$35.9K	0.04%	195
2020 Q4	$215K	Hold	3,500	–	–	0.04%	188
2020 Q3	$189K	Hold	3,500	–	–	0.03%	189
2020 Q2	$181K	Hold	3,500	–	–	0.03%	181
2020 Q1	$189K	Hold	3,500	–	–	0.04%	150
2019 Q4	$222K	Hold	3,500	–	–	0.03%	202
2019 Q3	$216K	Hold	3,500	–	–	0.04%	191
2019 Q2	$193K	Buy	+3,500	New	+$187K	0.03%	197
2018 Q4	–	Sell	-1,356	Closed	-$59.1K	–	810
2018 Q3	$59.1K	Buy	+1,356	New	+$62.5K	0.01%	440

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TRUE Private Wealth Advisors's SO Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Southern Company (SO) in Q3 2024, closing a stake of 4,074 shares — an estimated $316K sold.

TRUE Private Wealth Advisors first reported a position in SO in Q3 2018 and held it in 22 quarters. The position peaked at $316K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,074 Southern Company shares in Q3 2024, an estimated $316K.
TRUE Private Wealth Advisors first reported a position in Southern Company in Q3 2018 and held it in 22 quarters.
TRUE Private Wealth Advisors's Southern Company position peaked at $316K in Q2 2024.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.