LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
2,646
| – | – | ﹤0.01% | 257 |
|
|
2025
Q1 | $241K | Hold |
2,646
| – | – | ﹤0.01% | 253 |
|
|
2024
Q4 | $229K | Sell |
2,646
-450
| -15% | -$38.9K | ﹤0.01% | 271 |
|
|
2024
Q3 | $290K | Hold |
3,096
| – | – | ﹤0.01% | 244 |
|
|
2024
Q2 | $251K | Hold |
3,096
| – | – | ﹤0.01% | 250 |
|
|
2024
Q1 | $226K | Sell |
3,096
-5
| -0.2% | -$365 | ﹤0.01% | 259 |
|
|
2023
Q4 | $216K | Sell |
3,101
-205
| -6% | -$14.3K | ﹤0.01% | 272 |
|
|
2023
Q3 | $232K | Sell |
3,306
-175
| -5% | -$12.3K | ﹤0.01% | 269 |
|
|
2023
Q2 | $245K | Sell |
3,481
-823
| -19% | -$57.8K | ﹤0.01% | 274 |
|
|
2023
Q1 | $299K | Buy |
4,304
+3
| +0.1% | +$209 | ﹤0.01% | 240 |
|
|
2022
Q4 | $307K | Sell |
4,301
-15
| -0.3% | -$1.07K | ﹤0.01% | 240 |
|
|
2022
Q3 | $293K | Buy |
4,316
+200
| +5% | +$13.6K | ﹤0.01% | 251 |
|
|
2022
Q2 | $294K | Buy |
4,116
+1,266
| +44% | +$90.4K | ﹤0.01% | 250 |
|
|
2022
Q1 | $207K | Hold |
2,850
| – | – | ﹤0.01% | 302 |
|
|
2021
Q4 | $195K | Sell |
2,850
-120
| -4% | -$8.21K | ﹤0.01% | 314 |
|
|
2021
Q3 | $184K | Hold |
2,970
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $180K | Sell |
2,970
-1,000
| -25% | -$60.6K | ﹤0.01% | 333 |
|
|
2021
Q1 | $247K | Buy |
3,970
+3,000
| +309% | +$187K | ﹤0.01% | 273 |
|
|
2020
Q4 | $60K | Buy |
970
+120
| +14% | +$7.42K | ﹤0.01% | 406 |
|
|
2020
Q3 | $46K | Hold |
850
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $44K | Hold |
850
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $46K | Hold |
850
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $54K | Sell |
850
-118
| -12% | -$7.5K | ﹤0.01% | 409 |
|
|
2019
Q3 | $60K | Sell |
968
-127
| -12% | -$7.87K | ﹤0.01% | 390 |
|
|
2019
Q2 | $61K | Hold |
1,095
| – | – | ﹤0.01% | 387 |
|
|
2019
Q1 | $57K | Hold |
1,095
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $48K | Sell |
1,095
-2,240
| -67% | -$98.2K | ﹤0.01% | 418 |
|
|
2018
Q3 | $145K | Sell |
3,335
-1,060
| -24% | -$46.1K | ﹤0.01% | 298 |
|
|
2018
Q2 | $204K | Hold |
4,395
| – | – | ﹤0.01% | 274 |
|
|
2018
Q1 | $196K | Sell |
4,395
-105
| -2% | -$4.68K | ﹤0.01% | 278 |
|
|
2017
Q4 | $216K | Hold |
4,500
| – | – | ﹤0.01% | 278 |
|
|
2017
Q3 | $221K | Sell |
4,500
-495
| -10% | -$24.3K | ﹤0.01% | 270 |
|
|
2017
Q2 | $239K | Hold |
4,995
| – | – | ﹤0.01% | 256 |
|
|
2017
Q1 | $249K | Hold |
4,995
| – | – | 0.01% | 253 |
|
|
2016
Q4 | $246K | Hold |
4,995
| – | – | 0.01% | 245 |
|
|
2016
Q3 | $256K | Sell |
4,995
-578
| -10% | -$29.6K | 0.01% | 239 |
|
|
2016
Q2 | $299K | Buy |
5,573
+4,273
| +329% | +$229K | 0.01% | 227 |
|
|
2016
Q1 | $67K | Hold |
1,300
| – | – | ﹤0.01% | 359 |
|
|
2015
Q4 | $61K | Sell |
1,300
-125
| -9% | -$5.87K | ﹤0.01% | 398 |
|
|
2015
Q3 | $60K | Hold |
1,425
| – | – | ﹤0.01% | 403 |
|
|
2015
Q2 | $60K | Sell |
1,425
-50
| -3% | -$2.11K | ﹤0.01% | 403 |
|
|
2015
Q1 | $65K | Hold |
1,475
| – | – | ﹤0.01% | 408 |
|
|
2014
Q4 | $72K | Hold |
1,475
| – | – | ﹤0.01% | 388 |
|
|
2014
Q3 | $64K | Hold |
1,475
| – | – | ﹤0.01% | 384 |
|
|
2014
Q2 | $67K | Sell |
1,475
-109
| -7% | -$4.95K | ﹤0.01% | 403 |
|
|
2014
Q1 | $70K | Buy |
1,584
+109
| +7% | +$4.82K | ﹤0.01% | 383 |
|
|
2013
Q4 | $61K | Hold |
1,475
| – | – | ﹤0.01% | 378 |
|
|
2013
Q3 | $61K | Hold |
1,475
| – | – | ﹤0.01% | 355 |
|
|
2013
Q2 | $65K | Buy |
+1,475
| New | +$65K | ﹤0.01% | 366 |
|