Rational Advisors’s The Southern Company SOLN Stock Holding History

Rational Advisors’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	-103,613	Closed	-$5.49M	–	268
2022 Q2	$5.49M	Buy	103,613 +28,500	+38%	+$1.57M	0.39%	25
2022 Q1	$4.1M	Buy	75,113 +28,800	+62%	+$1.52M	0.24%	38
2021 Q4	$2.49M	Buy	46,313 +11,000	+31%	+$569K	0.15%	52
2021 Q3	$1.8M	Hold	35,313	–	–	0.14%	57
2021 Q2	$1.79M	Buy	35,313 +8,080	+30%	+$420K	0.21%	51
2021 Q1	$1.39M	Hold	27,233	–	–	0.26%	72
2020 Q4	$1.41M	Hold	27,233	–	–	0.38%	51
2020 Q3	$1.27M	Hold	27,233	–	–	0.54%	55
2020 Q2	$1.2M	Sell	27,233 -8,200	-23%	-$385K	0.62%	53
2020 Q1	$1.57M	Buy	35,433 +31,457	+791%	+$1.65M	1.15%	20
2019 Q4	$214K	Buy	+3,976	New	+$211K	0.1%	181

Rational Advisors's SOLN Position: Q3 2022 in Review

Rational Advisors sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 103,613 shares — an estimated $5.49M sold.

Rational Advisors first reported a position in SOLN in Q4 2019 and held it in 11 quarters. The position peaked at $5.49M in Q2 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

Rational Advisors reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
Rational Advisors sold 103,613 The Southern Company shares in Q3 2022, an estimated $5.49M.
Rational Advisors first reported a position in The Southern Company in Q4 2019 and held it in 11 quarters.
Rational Advisors's The Southern Company position peaked at $5.49M in Q2 2022.
0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Rational Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.