LifePro Asset Management’s Southern Company SO Stock Holding History

LifePro 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
2022 Q4	–	Sell	-5,695	Closed	-$387K	–	116
2022 Q3	$387K	Buy	5,695 +17	+0.3%	+$1.29K	0.22%	54
2022 Q2	$405K	Hold	5,678	–	–	0.21%	78
2022 Q1	$412K	Hold	5,678	–	–	0.15%	83
2021 Q4	$389K	Hold	5,678	–	–	0.12%	81
2021 Q3	$352K	Buy	5,678 +500	+10%	+$32.2K	0.11%	70
2021 Q2	$313K	Hold	5,178	–	–	0.09%	68
2021 Q1	$322K	Sell	5,178 -500	-9%	-$29.9K	0.1%	62
2020 Q4	$349K	Buy	+5,678	New	+$341K	0.11%	68

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

LifePro Asset Management's SO Position: Q4 2022 in Review

LifePro Asset Management sold out of Southern Company (SO) in Q4 2022, closing a stake of 5,695 shares — an estimated $387K sold.

LifePro Asset Management first reported a position in SO in Q4 2020 and held it in 8 quarters. The position peaked at $412K in Q1 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

LifePro Asset Management reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
LifePro Asset Management sold 5,695 Southern Company shares in Q4 2022, an estimated $387K.
LifePro Asset Management first reported a position in Southern Company in Q4 2020 and held it in 8 quarters.
LifePro Asset Management's Southern Company position peaked at $412K in Q1 2022.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on LifePro Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.