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Litman Gregory Wealth Management’s Southern Company SO Stock Holding History

Litman Gregory Wealth 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
2023
Q2 		– Sell
-3,001
Closed -$209K – 107
2023
Q1 		$209K Buy
+3,001
New +$202K 0.08% 40

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Litman Gregory Wealth Management's SO Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Southern Company (SO) in Q2 2023, closing a stake of 3,001 shares — an estimated $209K sold.

Litman Gregory Wealth Management first reported a position in SO in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 1,723 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 3,001 Southern Company shares in Q2 2023, an estimated $209K.
  • Litman Gregory Wealth Management first reported a position in Southern Company in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Southern Company position peaked at $209K in Q1 2023.
  • 1,723 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.