Laffer Tengler Investments’s The Southern Company SOLN Stock Holding History

Laffer Tengler Investments’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	-54,169	Closed	-$2.87M	–	441
2022 Q2	$2.87M	Sell	54,169 -219	-0.4%	-$12K	1.01%	31
2022 Q1	$2.98M	Buy	54,388 +196	+0.4%	+$10.3K	0.9%	39
2021 Q4	$2.91M	Sell	54,192 -427	-0.8%	-$22.1K	0.84%	41
2021 Q3	$2.79M	Sell	54,619 -1,380	-2%	-$72.3K	0.81%	37
2021 Q2	$2.82M	Sell	55,999 -3,480	-6%	-$181K	1.06%	33
2021 Q1	$3.05M	Buy	59,479 +23,291	+64%	+$1.17M	1.15%	30
2020 Q4	$1.85M	Buy	36,188 +755	+2%	+$38K	0.78%	55
2020 Q3	$1.64M	Buy	35,433 +1,595	+5%	+$73.1K	0.82%	53
2020 Q2	$1.5M	Buy	33,838 +1,323	+4%	+$62.1K	0.86%	48
2020 Q1	$1.49M	Buy	32,515 +4,350	+15%	+$228K	1.16%	38
2019 Q4	$1.52M	Buy	28,165 +515	+2%	+$27.3K	1.01%	39
2019 Q3	$1.48M	Buy	+27,650	New	+$1.45M	1.26%	31

Laffer Tengler Investments's SOLN Position: Q3 2022 in Review

Laffer Tengler Investments sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 54,169 shares — an estimated $2.87M sold.

Laffer Tengler Investments first reported a position in SOLN in Q3 2019 and held it in 12 quarters. The position peaked at $3.05M in Q1 2021. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

Laffer Tengler Investments reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
Laffer Tengler Investments sold 54,169 The Southern Company shares in Q3 2022, an estimated $2.87M.
Laffer Tengler Investments first reported a position in The Southern Company in Q3 2019 and held it in 12 quarters.
Laffer Tengler Investments's The Southern Company position peaked at $3.05M in Q1 2021.
0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Laffer Tengler Investments's 13F filing for Q3 2022, filed 10 Nov 2022.