Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Ropes Wealth Advisors 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 (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of SO by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−2,807−100.0%	Sold out	Holders
Q1 2022	2,807	$204.0K	<0.1%	+2,807	New	Holders
Q4 2021	0	$0	0.0%	−7,500−100.0%	Sold out	Holders
Q3 2021	7,500	$465.0K	0.1%	+7,500	New	Holders