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Laurel Wealth Advisors (California)’s Southern Company SO Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.56M Buy
21,837
+504
+2% +$33.7K 0.15% 148
2022
Q3 		$1.45M Sell
21,333
-1,000
-4% -$75.8K 0.15% 148
2022
Q2 		$1.59M Sell
22,333
-63
-0.3% -$4.63K 0.16% 137
2022
Q1 		$1.62M Sell
22,396
-610
-3% -$41.3K 0.13% 166
2021
Q4 		$1.58M Buy
23,006
+4,760
+26% +$303K 0.12% 171
2021
Q3 		$1.13M Sell
18,246
-373
-2% -$24K 0.21% 116
2021
Q2 		$1.13M Sell
18,619
-616
-3% -$39.4K 0.15% 156
2021
Q1 		$1.2M Sell
19,235
-2,683
-12% -$161K 0.18% 133
2020
Q4 		$1.35M Buy
21,918
+811
+4% +$48.8K 0.2% 121
2020
Q3 		$1.14M Sell
21,107
-695
-3% -$37.1K 0.19% 125
2020
Q2 		$1.13M Sell
21,802
-1,144
-5% -$63.6K 0.21% 120
2020
Q1 		$1.24M Sell
22,946
-3,578
-13% -$227K 0.29% 96
2019
Q4 		$1.69M Sell
26,524
-3,165
-11% -$196K 0.28% 96
2019
Q3 		$1.83M Buy
29,689
+2,432
+9% +$141K 0.31% 78
2019
Q2 		$1.51M Buy
27,257
+17
+0.1% +$910 0.33% 78
2019
Q1 		$1.41M Buy
27,240
+923
+4% +$45.2K 0.35% 80
2018
Q4 		$1.16M Sell
26,317
-2,082
-7% -$94.6K 0.34% 84
2018
Q3 		$1.24M Buy
28,399
+290
+1% +$13.4K 0.3% 90
2018
Q2 		$1.3M Sell
28,109
-285
-1% -$12.8K 0.35% 79
2018
Q1 		$1.27M Sell
28,394
-2,911
-9% -$129K 0.39% 68
2017
Q4 		$1.5M Buy
31,305
+2,750
+10% +$140K 0.43% 63
2017
Q3 		$1.4M Sell
28,555
-1,538
-5% -$74.6K 0.47% 62
2017
Q2 		$1.44M Buy
30,093
+48
+0.2% +$2.41K 0.51% 57
2017
Q1 		$1.5M Buy
30,045
+251
+0.8% +$12.4K 0.58% 49
2016
Q4 		$1.47M Sell
29,794
-619
-2% -$30.4K 0.65% 41
2016
Q3 		$1.56M Buy
30,413
+137
+0.5% +$7.21K 0.74% 34
2016
Q2 		$1.62M Buy
30,276
+11
+0% +$553 0.78% 30
2016
Q1 		$1.57M Sell
30,265
-1,348
-4% -$65.7K 0.79% 32
2015
Q4 		$1.48M Buy
+31,613
New +$1.43M 0.76% 29

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Southern Company (SO) stake by 2.4% in Q4 2022, buying an estimated $33.7K and bringing the position to 21,837 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #148.

Laurel Wealth Advisors (California) first reported a position in SO in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.83M in Q3 2019. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 21,837 shares of Southern Company worth $1.56M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 504 Southern Company shares in Q4 2022, an estimated $33.7K.
  • Southern Company made up 0.15% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #148 holding.
  • Laurel Wealth Advisors (California) first reported a position in Southern Company in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Southern Company position peaked at $1.83M in Q3 2019.
  • 1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.