Walled Lake Planning & Wealth Management’s Southern Company SO Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-240	Closed	-$15K	–	281
2021 Q3	$15K	Hold	240	–	–	0.01%	241
2021 Q2	$15K	Hold	240	–	–	0.01%	229
2021 Q1	$15K	Hold	240	–	–	0.01%	217
2020 Q4	$15K	Hold	240	–	–	0.01%	200
2020 Q3	$13K	Hold	240	–	–	0.01%	203
2020 Q2	$12K	Hold	240	–	–	0.01%	188
2020 Q1	$13K	Buy	240 +2	+0.8%	+$127	0.01%	171
2019 Q4	$15K	Buy	+238	New	+$14.7K	0.01%	177

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

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

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

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

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

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

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

Walled Lake Planning & Wealth Management's SO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Southern Company (SO) in Q4 2021, closing a stake of 240 shares — an estimated $15K sold.

Walled Lake Planning & Wealth Management first reported a position in SO in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 240 Southern Company shares in Q4 2021, an estimated $15K.
Walled Lake Planning & Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Southern Company position peaked at $15K in Q3 2021.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.