Lehman & Derafelo Financial Resources’s Southern Company SO Stock Holding History

Lehman & Derafelo Financial Resources’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	$299K	Sell	4,193 -46	-1%	-$3.08K	0.09%	89
2022 Q3	$288K	Sell	4,239 -1,454	-26%	-$110K	0.09%	76
2022 Q2	$406K	Buy	5,693 +400	+8%	+$29.4K	0.13%	67
2022 Q1	$384K	Buy	5,293 +1,500	+40%	+$102K	0.11%	76
2021 Q4	$260K	Hold	3,793	–	–	0.08%	90
2021 Q3	$235K	Sell	3,793 -1,500	-28%	-$96.6K	0.08%	90
2021 Q2	$320K	Sell	5,293 -460	-8%	-$29.4K	0.09%	87
2021 Q1	$358K	Buy	5,753 +460	+9%	+$27.5K	0.1%	83
2020 Q4	$325K	Hold	5,293	–	–	0.1%	82
2020 Q3	$287K	Sell	5,293 -21	-0.4%	-$1.12K	0.09%	99
2020 Q2	$276K	Sell	5,314 -6	-0.1%	-$334	0.1%	94
2020 Q1	$288K	Buy	5,320 +500	+10%	+$31.7K	0.12%	72
2019 Q4	$307K	Buy	4,820 +6	+0.1%	+$372	0.11%	77
2019 Q3	$297K	Buy	4,814 +21	+0.4%	+$1.22K	0.11%	76
2019 Q2	$270K	Buy	+4,793	New	+$257K	0.11%	81

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's SO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Southern Company (SO) stake by 1.1% in Q4 2022, selling an estimated $3.08K and leaving 4,193 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #89.

Lehman & Derafelo Financial Resources first reported a position in SO in Q2 2019 and has held it in 15 quarters since. The position peaked at $406K in Q2 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Lehman & Derafelo Financial Resources held 4,193 shares of Southern Company worth $299K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 46 Southern Company shares in Q4 2022, an estimated $3.08K.
Southern Company made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #89 holding.
Lehman & Derafelo Financial Resources first reported a position in Southern Company in Q2 2019 and has held it in 15 quarters since.
Lehman & Derafelo Financial Resources's Southern Company position peaked at $406K in Q2 2022.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.