Orion Portfolio Solutions’s The Southern Company SOLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,156
Closed -$220K 764
2022
Q2
$220K Buy
+4,156
New +$228K 0.01% 631

Orion Portfolio Solutions's SOLN Position: Q3 2022 in Review

Orion Portfolio Solutions sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 4,156 shares — an estimated $220K sold.

Orion Portfolio Solutions first reported a position in SOLN in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • Orion Portfolio Solutions reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,156 The Southern Company shares in Q3 2022, an estimated $220K.
  • Orion Portfolio Solutions first reported a position in The Southern Company in Q2 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's The Southern Company position peaked at $220K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Orion Portfolio Solutions's 13F filing for Q3 2022, filed 9 Nov 2022.