Stephens Inc’s The Southern Company SOLN Stock Holding History

Stephens Inc’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	-4,475	Closed	-$237K	–	1274
2022 Q2	$237K	Sell	4,475 -19,140	-81%	-$1.05M	﹤0.01%	1009
2022 Q1	$1.29M	Buy	23,615 +1,050	+5%	+$55.3K	0.02%	525
2021 Q4	$1.21M	Buy	22,565 +1,100	+5%	+$56.9K	0.02%	570
2021 Q3	$1.09M	Sell	21,465 -305	-1%	-$16K	0.02%	620
2021 Q2	$1.1M	Sell	21,770 -50	-0.2%	-$2.6K	0.02%	630
2021 Q1	$1.11M	Buy	21,820 +625	+3%	+$31.4K	0.02%	592
2020 Q4	$1.1M	Buy	21,195 +7,225	+52%	+$364K	0.02%	568
2020 Q3	$650K	Buy	+13,970	New	+$640K	0.01%	664

Stephens Inc's SOLN Position: Q3 2022 in Review

Stephens Inc sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 4,475 shares — an estimated $237K sold.

Stephens Inc first reported a position in SOLN in Q3 2020 and held it in 8 quarters. The position peaked at $1.29M in Q1 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

Stephens Inc reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
Stephens Inc sold 4,475 The Southern Company shares in Q3 2022, an estimated $237K.
Stephens Inc first reported a position in The Southern Company in Q3 2020 and held it in 8 quarters.
Stephens Inc's The Southern Company position peaked at $1.29M in Q1 2022.
0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Stephens Inc's 13F filing for Q3 2022, filed 2 Nov 2022.