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Lee Financial’s Southern Company SO Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-977
Closed -$68.5K – 720
2023
Q4 		$68.5K Buy
977
+127
+15% +$8.72K 0.01% 205
2023
Q3 		$55K Hold
850
– – 0.01% 204
2023
Q2 		$59.7K Hold
850
– – 0.01% 208
2023
Q1 		$59.1K Sell
850
-18
-2% -$1.21K 0.01% 220
2022
Q4 		$62K Sell
868
-99
-10% -$6.62K 0.01% 235
2022
Q3 		$66K Hold
967
– – 0.01% 230
2022
Q2 		$69K Buy
967
+117
+14% +$8.59K 0.01% 217
2022
Q1 		$62K Buy
850
+735
+639% +$49.8K 0.01% 225
2021
Q4 		$8K Buy
115
+15
+15% +$956 ﹤0.01% 543
2021
Q3 		$6K Sell
100
-225
-69% -$14.5K ﹤0.01% 481
2021
Q2 		$20K Hold
325
– – ﹤0.01% 327
2021
Q1 		$20K Sell
325
-225
-41% -$13.5K ﹤0.01% 311
2020
Q4 		$34K Hold
550
– – 0.01% 237
2020
Q3 		$30K Sell
550
-383
-41% -$20.5K 0.01% 275
2020
Q2 		$48K Hold
933
– – 0.01% 212
2020
Q1 		$51K Hold
933
– – 0.02% 171
2019
Q4 		$59K Hold
933
– – 0.01% 178
2019
Q3 		$58K Hold
933
– – 0.01% 179
2019
Q2 		$52K Buy
933
+383
+70% +$20.5K 0.01% 196
2019
Q1 		$28K Buy
550
+325
+144% +$15.9K 0.01% 227
2018
Q4 		$10K Sell
225
-424
-65% -$19.3K ﹤0.01% 289
2018
Q3 		$28K Sell
649
-817
-56% -$37.7K 0.01% 227
2018
Q2 		$68K Buy
1,466
+9
+0.6% +$403 0.02% 240
2018
Q1 		$65K Buy
1,457
+808
+124% +$35.9K 0.02% 240
2017
Q4 		$31K Hold
649
– – 0.01% 219
2017
Q3 		$32K Hold
649
– – 0.01% 209
2017
Q2 		$31K Hold
649
– – 0.01% 218
2017
Q1 		$32K Hold
649
– – 0.01% 195
2016
Q4 		$32K Buy
+649
New +$31.9K 0.02% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Lee Financial's SO Position: Q1 2024 in Review

Lee Financial sold out of Southern Company (SO) in Q1 2024, closing a stake of 977 shares — an estimated $68.5K sold.

Lee Financial first reported a position in SO in Q4 2016 and held it in 29 quarters. The position peaked at $69K in Q2 2022. 1,826 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Lee Financial reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 977 Southern Company shares in Q1 2024, an estimated $68.5K.
  • Lee Financial first reported a position in Southern Company in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Southern Company position peaked at $69K in Q2 2022.
  • 1,826 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.