Kavar Capital Partners Group’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
-6,000
Closed -$318K 168
2022
Q2
$318K Buy
+6,000
New +$329K 0.07% 138
2021
Q4
Sell
-10,000
Closed -$510K 178
2021
Q3
$510K Buy
+10,000
New +$524K 0.12% 115

Kavar Capital Partners Group's SOLN Position: Q3 2022 in Review

Kavar Capital Partners Group sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 6,000 shares — an estimated $318K sold.

Kavar Capital Partners Group first reported a position in SOLN in Q3 2021 and held it in 2 quarters. The position peaked at $510K in Q3 2021. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • Kavar Capital Partners Group reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • Kavar Capital Partners Group sold 6,000 The Southern Company shares in Q3 2022, an estimated $318K.
  • Kavar Capital Partners Group first reported a position in The Southern Company in Q3 2021 and held it in 2 quarters.
  • Kavar Capital Partners Group's The Southern Company position peaked at $510K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Kavar Capital Partners Group's 13F filing for Q3 2022, filed 8 Nov 2022.