LM Advisors’s Southern Company SO Stock Holding History

LM Advisors’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	-751	Closed	-$52.7K	–	642
2023 Q4	$52.7K	Buy	+751	New	+$51.6K	0.01%	327

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

LM Advisors's SO Position: Q1 2024 in Review

LM Advisors sold out of Southern Company (SO) in Q1 2024, closing a stake of 751 shares — an estimated $52.7K sold.

LM Advisors first reported a position in SO in Q4 2023 and held it in 1 quarter. The position peaked at $52.7K in Q4 2023. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

LM Advisors reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 751 Southern Company shares in Q1 2024, an estimated $52.7K.
LM Advisors first reported a position in Southern Company in Q4 2023 and held it in 1 quarter.
LM Advisors's Southern Company position peaked at $52.7K in Q4 2023.
1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.