LifePlan Financial Group’s Southern Company SO Stock Holding History

LifePlan Financial Group’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
2020 Q3	$94K	Hold	1,741	–	–	0.04%	187
2020 Q2	$90K	Hold	1,741	–	–	0.04%	189
2020 Q1	$94K	Hold	1,741	–	–	0.05%	170
2019 Q4	$111K	Hold	1,741	–	–	0.05%	174
2019 Q3	$108K	Hold	1,741	–	–	0.05%	174
2019 Q2	$96K	Hold	1,741	–	–	0.05%	186
2019 Q1	$90K	Hold	1,741	–	–	0.05%	190
2018 Q4	$76K	Hold	1,741	–	–	0.05%	197
2018 Q3	$76K	Hold	1,741	–	–	0.04%	206
2018 Q2	$81K	Hold	1,741	–	–	0.05%	194
2018 Q1	$78K	Buy	+1,741	New	+$77.3K	0.05%	188
2014 Q2	–	Sell	-1,741	Closed	-$76K	–	195
2014 Q1	$76K	Hold	1,741	–	–	0.06%	97
2013 Q4	$72K	Hold	1,741	–	–	0.05%	95
2013 Q3	$72K	Hold	1,741	–	–	0.06%	87
2013 Q2	$77K	Buy	+1,741	New	+$80.1K	0.09%	61

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

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LifePlan Financial Group's SO Position: Q3 2020 in Review

LifePlan Financial Group held its Southern Company (SO) position steady in Q3 2020 at 1,741 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #187.

LifePlan Financial Group first reported a position in SO in Q2 2013 and has held it in 15 quarters since. The position peaked at $111K in Q4 2019. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

LifePlan Financial Group held 1,741 shares of Southern Company worth $94K as of Q3 2020.
LifePlan Financial Group left its Southern Company share count unchanged in Q3 2020.
Southern Company made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #187 holding.
LifePlan Financial Group first reported a position in Southern Company in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Southern Company position peaked at $111K in Q4 2019.
1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.