SOUTHERN CAPITAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$178M
Signature - Title
Jason B. Lockridge - CCO
Location
Jackson, TN
Summary
This page shows a list of all the recent 13F filings made by SOUTHERN CAPITAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOUTHERN CAPITAL ADVISORS, LLC reported 75 stock holdings with total value $178M as of Q3 2024. Top holdings included IUSV, IVV, IEFA, UPS, and IWP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 75 $178M +$11.5M -$4.01M +$7.46M IUSV, IVV, IEFA, UPS, IWP 13F-HR 10/24/2024, 03:01 PM
Q2 2024 73 $162M +$6.24M -$9.26M -$3.03M IUSV, IVV, UPS, IEFA, IWP 13F-HR 7/25/2024, 10:05 AM
Q1 2024 71 $165M +$29.3M -$13.1M +$16.2M IUSV, IVV, UPS, IEFA, IWP 13F-HR 5/3/2024, 04:18 PM
Q4 2023 68 $141M +$18M -$9.64M +$8.31M IUSV, IVV, UPS, IWP, IJR 13F-HR 1/22/2024, 11:54 AM
Q3 2023 61 $120M +$7.81M -$11.4M -$3.6M IUSV, UPS, IVV, IWP, IJS 13F-HR 10/31/2023, 02:08 PM
Q2 2023 70 $131M +$12.5M -$22M -$9.5M IUSV, UPS, IVV, IWP, PG 13F-HR 8/3/2023, 01:12 PM
Q1 2023 73 $135M +$9.29M -$10.4M -$1.07M IUSV, UPS, IVV, IWP, LQDH 13F-HR 4/27/2023, 04:35 PM
Q4 2022 74 $129M +$16.3M -$20.4M -$4.07M IUSV, UPS, IVV, IWP, IGBH 13F-HR 1/20/2023, 02:01 PM
Q3 2022 66 $122M +$6.52M -$2.65M +$3.87M IUSV, UPS, IVV, IWP, IEFA 13F-HR 10/20/2022, 04:48 PM
Q2 2022 65 $126M +$7.71M -$7.57M +$143K UPS, IUSV, IVV, IWP, IEFA 13F-HR 7/20/2022, 11:22 AM
Q1 2022 82 $146M +$20.2M -$27.6M -$7.39M UPS, IUSV, IVV, IWP, IEFA 13F-HR 5/4/2022, 09:21 AM
Q4 2021 78 $162M $0 $0 UPS, IUSV, IVV, IWP, IJR 13F-HR 2/4/2022, 01:23 PM