ML & R Wealth Management LLC
- SEC CIK
- 0001903320
- Latest filing
- May 14, 2024
SO holding history
Southern Co in every 13F filed by ML & R Wealth Management 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 Q1 2024 holdings
- Shares (Q1 2024)
- 5,386
- Value
- $386.4K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 5,386 | $386.4K | 0.1% | −13−0.2% | Reduced | Holders |
| Q4 2023 | 5,399 | $378.6K | 0.1% | +1,133+26.6% | Added | Holders |
| Q3 2023 | 4,266 | $276.1K | 0.1% | +880+26.0% | Added | Holders |
| Q2 2023 | 3,386 | $237.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 3,386 | $235.6K | 0.1% | −224−6.2% | Reduced | Holders |
| Q4 2022 | 3,610 | $257.8K | 0.1% | −62−1.7% | Reduced | Holders |
| Q3 2022 | 3,672 | $250.0K | 0.1% | −724−16.5% | Reduced | Holders |
| Q2 2022 | 4,396 | $313.0K | 0.1% | +520+13.4% | Added | Holders |
| Q1 2022 | 3,876 | $281.0K | 0.1% | +538+16.1% | Added | Holders |
| Q4 2021 | 3,338 | $229.0K | 0.1% | – | No prior filing | Holders |