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Lakewood Asset Management’s Southern Company SO Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-50
Closed -$4K – 266
2022
Q4 		$4K Buy
+50
New +$3.34K ﹤0.01% 293

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lakewood Asset Management's SO Position: Q1 2023 in Review

Lakewood Asset Management sold out of Southern Company (SO) in Q1 2023, closing a stake of 50 shares — an estimated $4K sold.

Lakewood Asset Management first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Lakewood Asset Management reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 50 Southern Company shares in Q1 2023, an estimated $4K.
  • Lakewood Asset Management first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Southern Company position peaked at $4K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.