Cambridge Investment Research Advisors’s The Southern Company SOLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,672
Closed -$301K 3203
2022
Q2
$301K Hold
5,672
﹤0.01% 2386
2022
Q1
$310K Buy
5,672
+487
+9% +$25.6K ﹤0.01% 2523
2021
Q4
$279K Buy
5,185
+220
+4% +$11.4K ﹤0.01% 2592
2021
Q3
$253K Hold
4,965
﹤0.01% 2617
2021
Q2
$251K Sell
4,965
-300
-6% -$15.6K ﹤0.01% 2609
2021
Q1
$268K Buy
+5,265
New +$264K ﹤0.01% 2364

Cambridge Investment Research Advisors's SOLN Position: Q3 2022 in Review

Cambridge Investment Research Advisors sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 5,672 shares — an estimated $301K sold.

Cambridge Investment Research Advisors first reported a position in SOLN in Q1 2021 and held it in 6 quarters. The position peaked at $310K in Q1 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • Cambridge Investment Research Advisors reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,672 The Southern Company shares in Q3 2022, an estimated $301K.
  • Cambridge Investment Research Advisors first reported a position in The Southern Company in Q1 2021 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's The Southern Company position peaked at $310K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.