LPL Financial
SOLN

LPL Financial’s The Southern Company SOLN Stock Holding History

LPL Financial’s Portfolio SOLN Stock Details SOLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,835
Closed -$203K – 4583
2022
Q2 		$203K Hold
3,835
– – ﹤0.01% 3939
2022
Q1 		$209K Sell
3,835
-54,805
-93% -$2.89M ﹤0.01% 3811
2021
Q4 		$3.15M Sell
58,640
-1,035
-2% -$53.5K ﹤0.01% 1743
2021
Q3 		$3.03M Buy
59,675
+1,030
+2% +$54K ﹤0.01% 1733
2021
Q2 		$2.97M Sell
58,645
-800
-1% -$41.6K ﹤0.01% 1693
2021
Q1 		$3.04M Buy
59,445
+15,150
+34% +$761K ﹤0.01% 1565
2020
Q4 		$2.3M Buy
44,295
+870
+2% +$43.8K ﹤0.01% 1586
2020
Q3 		$2.01M Sell
43,425
-250
-0.6% -$11.5K ﹤0.01% 1451
2020
Q2 		$1.93M Buy
43,675
+1,225
+3% +$57.5K ﹤0.01% 1364
2020
Q1 		$1.96M Buy
42,450
+11,100
+35% +$581K ﹤0.01% 1204
2019
Q4 		$1.68M Buy
31,350
+25,450
+431% +$1.35M ﹤0.01% 1474
2019
Q3 		$316K Buy
+5,900
New +$310K ﹤0.01% 2638

LPL Financial's SOLN Position: Q3 2022 in Review

LPL Financial sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 3,835 shares — an estimated $203K sold.

LPL Financial first reported a position in SOLN in Q3 2019 and held it in 12 quarters. The position peaked at $3.15M in Q4 2021. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • LPL Financial reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 3,835 The Southern Company shares in Q3 2022, an estimated $203K.
  • LPL Financial first reported a position in The Southern Company in Q3 2019 and held it in 12 quarters.
  • LPL Financial's The Southern Company position peaked at $3.15M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.