LIG
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Lokken Investment Group’s Southern Company SO Stock Holding History

Lokken Investment 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
2025
Q3 		$462K Buy
4,873
+176
+4% +$16.4K 0.16% 94
2025
Q2 		$431K Sell
4,697
-264
-5% -$23.7K 0.17% 91
2025
Q1 		$456K Buy
4,961
+218
+5% +$18.9K 0.19% 84
2024
Q4 		$390K Sell
4,743
-54
-1% -$4.74K 0.17% 90
2024
Q3 		$433K Buy
4,797
+12
+0.3% +$1.02K 0.18% 96
2024
Q2 		$371K Hold
4,785
– – 0.17% 96
2024
Q1 		$343K Sell
4,785
-9
-0.2% -$621 0.17% 100
2023
Q4 		$336K Hold
4,794
– – 0.19% 95
2023
Q3 		$310K Sell
4,794
-73
-1% -$5.07K 0.2% 96
2023
Q2 		$342K Hold
4,867
– – 0.22% 94
2023
Q1 		$339K Buy
4,867
+166
+4% +$11.2K 0.26% 89
2022
Q4 		$336K Hold
4,701
– – 0.27% 85
2022
Q3 		$320K Hold
4,701
– – 0.28% 80
2022
Q2 		$335K Hold
4,701
– – 0.27% 79
2022
Q1 		$345K Hold
4,701
– – 0.27% 87
2021
Q4 		$322K Hold
4,701
– – 0.23% 95
2021
Q3 		$291K Hold
4,701
– – 0.23% 92
2021
Q2 		$284K Hold
4,701
– – 0.23% 92
2021
Q1 		$292K Hold
4,701
– – 0.26% 87
2020
Q4 		$289K Buy
+4,701
New +$283K 0.26% 70

Other funds holding SO

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return