Lucia Wealth Services’s Southern Company SO Stock Holding History

Lucia Wealth Services’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
2020 Q3	$49K	Hold	910	–	–	0.01%	162
2020 Q2	$47K	Hold	910	–	–	0.01%	159
2020 Q1	$49K	Hold	910	–	–	0.02%	166
2019 Q4	$58K	Hold	910	–	–	0.02%	151
2019 Q3	$56K	Hold	910	–	–	0.02%	133
2019 Q2	$50K	Hold	910	–	–	0.02%	146
2019 Q1	$47K	Hold	910	–	–	0.02%	161
2018 Q4	$40K	Hold	910	–	–	0.02%	148
2018 Q3	$40K	Hold	910	–	–	0.01%	193
2018 Q2	$42K	Sell	910 -115	-11%	-$5.15K	0.02%	172
2018 Q1	$46K	Buy	+1,025	New	+$45.5K	0.01%	147

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lucia Wealth Services's SO Position: Q3 2020 in Review

Lucia Wealth Services held its Southern Company (SO) position steady in Q3 2020 at 910 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #162.

Lucia Wealth Services first reported a position in SO in Q1 2018 and has held it in 11 quarters since. The position peaked at $58K in Q4 2019. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

Lucia Wealth Services held 910 shares of Southern Company worth $49K as of Q3 2020.
Lucia Wealth Services left its Southern Company share count unchanged in Q3 2020.
Southern Company made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #162 holding.
Lucia Wealth Services first reported a position in Southern Company in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Southern Company position peaked at $58K in Q4 2019.
1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.