Appleton Group, LLC

SEC CIK: 0001454759
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Appleton Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q3 2023 holdings

Shares (Q3 2023): 3,904
Value: $252.7K
% of portfolio: 0.9%
Quarters held: 2; Since Q1 2023

Holdings of SO by Appleton Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	3,904	$252.7K	0.9%	+3,904	New	Holders
Q2 2023	0	$0	0.0%	−4,117−100.0%	Sold out	Holders
Q1 2023	4,117	$286.5K	0.6%	+4,117	New	Holders