Lumbard & Kellner, LLC
- SEC CIK
- 0001602476
- Latest filing
- Aug 6, 2026
SO holding history
Southern Co in every 13F filed by Lumbard & Kellner, 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 Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −63,035−100.0% | Sold out | Holders |
| Q4 2024 | 63,035 | $5.19M | 2.2% | −2,907−4.4% | Reduced | Holders |
| Q3 2024 | 65,942 | $5.95M | 2.6% | −41−0.1% | Reduced | Holders |
| Q2 2024 | 65,983 | $5.12M | 2.4% | −418−0.6% | Reduced | Holders |
| Q1 2024 | 66,401 | $4.76M | 2.3% | −100−0.2% | Reduced | Holders |
| Q4 2023 | 66,501 | $4.66M | 2.7% | +66,501 | New | Holders |