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Advisor Partners II, LLC

SEC CIK
0001954015
Latest filing
Oct 26, 2023

SO holding history

Southern Co in every 13F filed by Advisor Partners II, 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 Q3 2023 holdings

Shares (Q3 2023)
48,157
Value
$3.12M
% of portfolio
0.1%
Quarters held
5
Since Q3 2022
Holdings of SO by Advisor Partners II, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202348,157$3.12M0.1%−4,862−9.2%ReducedHolders
Q2 202353,019$3.72M0.2%+9,056+20.6%AddedHolders
Q1 202343,963$3.06M0.2%+777+1.8%AddedHolders
Q4 202243,186$3.08M0.2%−30−0.1%ReducedHolders
Q3 202243,216$2.94M0.2%–No prior filingHolders