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Lafayette Investments’s Southern Company SO Stock Holding History

Lafayette Investments’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
2022
Q4 		– Sell
-4,000
Closed -$272K – 122
2022
Q3 		$272K Hold
4,000
– – 0.08% 97
2022
Q2 		$285K Hold
4,000
– – 0.08% 98
2022
Q1 		$290K Hold
4,000
– – 0.07% 103
2021
Q4 		$274K Hold
4,000
– – 0.07% 109
2021
Q3 		$248K Hold
4,000
– – 0.07% 108
2021
Q2 		$242K Buy
+4,000
New +$256K 0.07% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lafayette Investments's SO Position: Q4 2022 in Review

Lafayette Investments sold out of Southern Company (SO) in Q4 2022, closing a stake of 4,000 shares — an estimated $272K sold.

Lafayette Investments first reported a position in SO in Q2 2021 and held it in 6 quarters. The position peaked at $290K in Q1 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Lafayette Investments reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Lafayette Investments sold 4,000 Southern Company shares in Q4 2022, an estimated $272K.
  • Lafayette Investments first reported a position in Southern Company in Q2 2021 and held it in 6 quarters.
  • Lafayette Investments's Southern Company position peaked at $290K in Q1 2022.
  • 1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Lafayette Investments's 13F filing for Q4 2022, filed 24 Jan 2023.