Bartlett & Co. LLC
- SEC CIK
- 0001550075
- Latest filing
- Jan 8, 2024
SO holding history
Southern Co in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SO overviewAll 13F holders of SOFull Q4 2023 holdings
- Shares (Q4 2023)
- 12,260
- Value
- $860.0K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 12,260 | $860.0K | <0.1% | +595+5.1% | Added | Holders |
| Q3 2023 | 11,665 | $755.0K | <0.1% | −56−0.5% | Reduced | Holders |
| Q2 2023 | 11,721 | $823.0K | <0.1% | +1,694+16.9% | Added | Holders |
| Q1 2023 | 10,027 | $698.0K | <0.1% | +16+0.2% | Added | Holders |
| Q4 2022 | 10,011 | $715.0K | <0.1% | +15+0.2% | Added | Holders |
| Q3 2022 | 9,996 | $680.0K | <0.1% | −1,045−9.5% | Reduced | Holders |
| Q2 2022 | 11,041 | $787.0K | <0.1% | +18+0.2% | Added | Holders |
| Q1 2022 | 11,023 | $799.0K | <0.1% | +15+0.1% | Added | Holders |
| Q4 2021 | 11,008 | $755.0K | <0.1% | +1,915+21.1% | Added | Holders |
| Q3 2021 | 9,093 | $564.0K | <0.1% | −294−3.1% | Reduced | Holders |
| Q2 2021 | 9,387 | $568.0K | <0.1% | +732+8.5% | Added | Holders |
| Q1 2021 | 8,655 | $538.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.