Valley Wealth Managers’s Southern Company SO Stock Holding History

Valley Wealth Managers’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
2023 Q3	–	Sell	-300	Closed	-$21.1K	–	387
2023 Q2	$21.1K	Hold	300	–	–	﹤0.01%	243
2023 Q1	$20.9K	Hold	300	–	–	﹤0.01%	252
2022 Q4	$21.4K	Sell	300 -550	-65%	-$36.8K	﹤0.01%	264
2022 Q3	$58K	Hold	850	–	–	0.01%	232
2022 Q2	$61K	Buy	+850	New	+$62.4K	0.01%	239
2020 Q1	–	Sell	-3,350	Closed	-$214K	–	182
2019 Q4	$214K	Sell	3,350 -650	-16%	-$40.3K	0.02%	178
2019 Q3	$247K	Sell	4,000 -1,325	-25%	-$76.8K	0.03%	174
2019 Q2	$294K	Buy	+5,325	New	+$285K	0.03%	168

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Valley Wealth Managers's SO Position: Q3 2023 in Review

Valley Wealth Managers sold out of Southern Company (SO) in Q3 2023, closing a stake of 300 shares — an estimated $21.1K sold.

Valley Wealth Managers first reported a position in SO in Q2 2019 and held it in 8 quarters. The position peaked at $294K in Q2 2019. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Valley Wealth Managers reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 300 Southern Company shares in Q3 2023, an estimated $21.1K.
Valley Wealth Managers first reported a position in Southern Company in Q2 2019 and held it in 8 quarters.
Valley Wealth Managers's Southern Company position peaked at $294K in Q2 2019.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.