Lake Point Wealth Management’s Southern Company SO Stock Holding History

Lake Point Wealth Management’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 Q2	$5K	Buy	+77	New	+$5.65K	﹤0.01%	238
2020 Q1	–	Sell	-109	Closed	-$7K	–	455
2019 Q4	$7K	Buy	+109	New	+$6.75K	﹤0.01%	316
2019 Q2	$13K	Hold	231	–	–	﹤0.01%	295
2019 Q1	$13K	Sell	231 -9,314	-98%	-$457K	﹤0.01%	295
2018 Q4	$419K	Buy	+9,545	New	+$434K	0.16%	94

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lake Point Wealth Management's SO Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Southern Company (SO) in Q2 2022: 77 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in SO as recently as Q4 2019.

Lake Point Wealth Management first reported a position in SO in Q4 2018 and has held it in 5 quarters since. The position peaked at $419K in Q4 2018. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Lake Point Wealth Management held 77 shares of Southern Company worth $5K as of Q2 2022.
Southern Company was a new Lake Point Wealth Management position in Q2 2022.
Southern Company made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #238 holding.
Lake Point Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Southern Company position peaked at $419K in Q4 2018.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.