Bartlett & Co. LLC
- SEC CIK
- 0001550075
- Latest filing
- Jan 8, 2024
SOJD 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.
SOJD overviewAll 13F holders of SOJDFull Q4 2023 holdings
- Shares (Q4 2023)
- 65,065
- Value
- $1.50M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 65,065 | $1.50M | <0.1% | +185+0.3% | Added | Holders |
| Q3 2023 | 64,880 | $1.37M | <0.1% | +400+0.6% | Added | Holders |
| Q2 2023 | 64,480 | $1.48M | <0.1% | +1,125+1.8% | Added | Holders |
| Q1 2023 | 63,355 | $1.43M | <0.1% | −825−1.3% | Reduced | Holders |
| Q4 2022 | 64,180 | $1.26M | <0.1% | −295−0.5% | Reduced | Holders |
| Q3 2022 | 64,475 | $1.33M | <0.1% | +13,090+25.5% | Added | Holders |
| Q2 2022 | 51,385 | $1.12M | <0.1% | +750+1.5% | Added | Holders |
| Q1 2022 | 50,635 | $1.22M | <0.1% | +1,925+4.0% | Added | Holders |
| Q4 2021 | 48,710 | $1.32M | <0.1% | +48,710 | New | Holders |