KELLY LAWRENCE W & ASSOCIATES INC/CA SOBO South Bow Corp

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  4 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported South Bow Corp (SOBO) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows SOBO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in South Bow Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SOBO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KELLY LAWRENCE W & ASSOCIATES INC/CA held SOBO — position size vs. price
% of Fund (quarterly)    SOBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20 0% 0.00% $566 2025-11-14 $26.64
2025 Q2 UNCHANGED 20 0% 0.00% $518 2025-08-14 $26.93
2025 Q1 UNCHANGED 20 0% 0.00% $510 2025-05-14 $24.53
2024 Q4 INITIATED 20 0.00% $471 2025-02-13 $23.47

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and SOBO

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning SOBO?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported SOBO across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SOBO position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for SOBO was 0.00% in 2025 Q3.

What is the latest reported SOBO position on this page?

The most recent filing on this page is 2025 Q3, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $566.

What does the chart on this SOBO ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly SOBO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to KELLY LAWRENCE W & ASSOCIATES INC/CA Holdings