Bartlett & Co. Wealth Management LLC
- SEC CIK
- 0002010186
- Latest filing
- Jul 24, 2026
SOJD holding history
Southern Co in every 13F filed by Bartlett & Co. Wealth Management 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 Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −65,065−100.0% | Sold out | Holders |
| Q4 2023 | 65,065 | $1.46M | <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 | $1.34M | <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 |