Steward Partners Investment Advisory’s The Southern Company SOLN Stock Holding History

Steward Partners Investment Advisory’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	-20,035	Closed	-$1.06M	–	3494
2022 Q2	$1.06M	Buy	20,035 +800	+4%	+$43.9K	0.02%	613
2022 Q1	$1.05M	Sell	19,235 -150	-0.8%	-$7.9K	0.02%	669
2021 Q4	$1.04M	Buy	19,385 +5,160	+36%	+$267K	0.02%	671
2021 Q3	$726K	Buy	14,225 +5,375	+61%	+$282K	0.01%	779
2021 Q2	$448K	Buy	+8,850	New	+$460K	0.01%	978
2021 Q1	–	Sell	-2,510	Closed	-$126K	–	1040
2020 Q4	$130K	Hold	2,510	–	–	﹤0.01%	1262
2020 Q3	$117K	Sell	2,510 -2,390	-49%	-$110K	﹤0.01%	1162
2020 Q2	$216K	Buy	4,900 +1,425	+41%	+$66.9K	0.01%	856
2020 Q1	$154K	Buy	3,475 +300	+9%	+$15.7K	0.01%	868
2019 Q4	$171K	Buy	3,175 +300	+10%	+$15.9K	0.01%	932
2019 Q3	$153K	Buy	+2,875	New	+$151K	0.01%	935

Steward Partners Investment Advisory's SOLN Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 20,035 shares — an estimated $1.06M sold.

Steward Partners Investment Advisory first reported a position in SOLN in Q3 2019 and held it in 11 quarters. The position peaked at $1.06M in Q2 2022. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

Steward Partners Investment Advisory reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 20,035 The Southern Company shares in Q3 2022, an estimated $1.06M.
Steward Partners Investment Advisory first reported a position in The Southern Company in Q3 2019 and held it in 11 quarters.
Steward Partners Investment Advisory's The Southern Company position peaked at $1.06M in Q2 2022.
0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.