Red Tortoise LLC’s Southern Company SO Stock Holding History

Red Tortoise LLC’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
2023 Q1	–	Sell	-754	Closed	-$53.8K	–	604
2022 Q4	$53.8K	Buy	+754	New	+$50.4K	0.04%	114

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Red Tortoise LLC's SO Position: Q1 2023 in Review

Red Tortoise LLC sold out of Southern Company (SO) in Q1 2023, closing a stake of 754 shares — an estimated $53.8K sold.

Red Tortoise LLC first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $53.8K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

Red Tortoise LLC reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
Red Tortoise LLC sold 754 Southern Company shares in Q1 2023, an estimated $53.8K.
Red Tortoise LLC first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
Red Tortoise LLC's Southern Company position peaked at $53.8K in Q4 2022.
1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.