IGWM
SOLN

ICA Group Wealth Management’s The Southern Company SOLN Stock Holding History

ICA Group Wealth Management’s Portfolio SOLN Stock Details SOLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-72,230
Closed -$4.05M – 395
2022
Q2 		$4.05M Sell
72,230
-1,920
-3% -$105K 0.76% 27
2022
Q1 		$4.16M Buy
+74,150
New +$3.9M 0.79% 28

ICA Group Wealth Management's SOLN Position: Q3 2022 in Review

ICA Group Wealth Management sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 72,230 shares — an estimated $4.05M sold.

ICA Group Wealth Management first reported a position in SOLN in Q1 2022 and held it in 2 quarters. The position peaked at $4.16M in Q1 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • ICA Group Wealth Management reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 72,230 The Southern Company shares in Q3 2022, an estimated $4.05M.
  • ICA Group Wealth Management first reported a position in The Southern Company in Q1 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's The Southern Company position peaked at $4.16M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on ICA Group Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.