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VitalStone Financial’s Southern Company SO Stock Holding History

VitalStone Financial’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 		$42.7K Hold
474
– – 0.03% 182
2024
Q2 		$36.8K Hold
474
– – 0.03% 185
2024
Q1 		$34K Hold
474
– – 0.03% 201
2023
Q4 		$33K Hold
474
– – 0.03% 187
2023
Q3 		$32K Sell
474
-30
-6% -$2.08K 0.03% 161
2023
Q2 		$35K Buy
+504
New +$36.1K 0.02% 413
2023
Q1 		– Sell
-474
Closed -$34K – 496
2022
Q4 		$34K Buy
+474
New +$31.7K 0.02% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

VitalStone Financial's SO Position: Q3 2024 in Review

VitalStone Financial held its Southern Company (SO) position steady in Q3 2024 at 474 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #182.

VitalStone Financial first reported a position in SO in Q4 2022 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • VitalStone Financial held 474 shares of Southern Company worth $42.7K as of Q3 2024.
  • VitalStone Financial left its Southern Company share count unchanged in Q3 2024.
  • Southern Company made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #182 holding.
  • VitalStone Financial first reported a position in Southern Company in Q4 2022 and has held it in 7 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.