1ST Source Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $712K | Buy |
7,376
+1,925
| +35% | +$178K | 0.04% | 177 |
|
|
2025
Q4 | $475K | Sell |
5,451
-50
| -0.9% | -$4.57K | 0.02% | 198 |
|
|
2025
Q3 | $521K | Sell |
5,501
-17
| -0.3% | -$1.59K | 0.03% | 187 |
|
|
2025
Q2 | $507K | Buy |
5,518
+1,368
| +33% | +$123K | 0.03% | 188 |
|
|
2025
Q1 | $382K | Sell |
4,150
-73
| -2% | -$6.32K | 0.02% | 208 |
|
|
2024
Q4 | $348K | Buy |
4,223
+94
| +2% | +$8.25K | 0.02% | 220 |
|
|
2024
Q3 | $372K | Hold |
4,129
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $320K | Buy |
4,129
+10
| +0.2% | +$758 | 0.02% | 218 |
|
|
2024
Q1 | $295K | Hold |
4,119
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $289K | Hold |
4,119
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $267K | Hold |
4,119
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $289K | Sell |
4,119
-117
| -3% | -$8.39K | 0.02% | 214 |
|
|
2023
Q1 | $295K | Buy |
4,236
+25
| +0.6% | +$1.68K | 0.02% | 213 |
|
|
2022
Q4 | $301K | Hold |
4,211
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $286K | Sell |
4,211
-325
| -7% | -$24.6K | 0.02% | 213 |
|
|
2022
Q2 | $324K | Sell |
4,536
-225
| -5% | -$16.5K | 0.02% | 206 |
|
|
2022
Q1 | $345K | Sell |
4,761
-58
| -1% | -$3.93K | 0.02% | 214 |
|
|
2021
Q4 | $331K | Buy |
4,819
+77
| +2% | +$4.91K | 0.02% | 214 |
|
|
2021
Q3 | $294K | Buy |
4,742
+183
| +4% | +$11.8K | 0.02% | 222 |
|
|
2021
Q2 | $276K | Sell |
4,559
-49
| -1% | -$3.13K | 0.02% | 230 |
|
|
2021
Q1 | $286K | Hold |
4,608
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $284K | Hold |
4,608
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $249K | Sell |
4,608
-725
| -14% | -$38.7K | 0.02% | 198 |
|
|
2020
Q2 | $277K | Buy |
5,333
+600
| +13% | +$33.4K | 0.02% | 193 |
|
|
2020
Q1 | $257K | Buy |
4,733
+975
| +26% | +$61.8K | 0.03% | 186 |
|
|
2019
Q4 | $239K | Hold |
3,758
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $232K | Hold |
3,758
| – | – | 0.02% | 212 |
|
|
2019
Q2 | $208K | Buy |
+3,758
| New | +$201K | 0.02% | 223 |
|
|
2017
Q2 | – | Sell |
-5,651
| Closed | -$281K | – | 228 |
|
|
2017
Q1 | $281K | Sell |
5,651
-51
| -0.9% | -$2.52K | 0.02% | 187 |
|
|
2016
Q4 | $280K | Buy |
5,702
+20
| +0.4% | +$983 | 0.03% | 192 |
|
|
2016
Q3 | $292K | Buy |
5,682
+250
| +5% | +$13.2K | 0.03% | 187 |
|
|
2016
Q2 | $291K | Sell |
5,432
-350
| -6% | -$17.6K | 0.03% | 186 |
|
|
2016
Q1 | $299K | Buy |
+5,782
| New | +$282K | 0.03% | 178 |
|
|
2014
Q3 | – | Sell |
-5,462
| Closed | -$248K | – | 226 |
|
|
2014
Q2 | $248K | Hold |
5,462
| – | – | 0.03% | 193 |
|
|
2014
Q1 | $240K | Sell |
5,462
-287
| -5% | -$12K | 0.03% | 191 |
|
|
2013
Q4 | $237K | Buy |
5,749
+500
| +10% | +$20.6K | 0.03% | 199 |
|
|
2013
Q3 | $216K | Hold |
5,249
| – | – | 0.03% | 204 |
|
|
2013
Q2 | $232K | Buy |
+5,249
| New | +$241K | 0.04% | 179 |
|
Other funds holding SO
VCM
VPM
1ST Source Bank's SO Position: Q1 2026 in Review
1ST Source Bank increased its Southern Company (SO) stake by 35% in Q1 2026, buying an estimated $178K and bringing the position to 7,376 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #177.
1ST Source Bank first reported a position in SO in Q2 2013 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- 1ST Source Bank held 7,376 shares of Southern Company worth $712K as of Q1 2026.
- 1ST Source Bank bought 1,925 Southern Company shares in Q1 2026, an estimated $178K.
- Southern Company made up 0.04% of 1ST Source Bank's portfolio in Q1 2026, its #177 holding.
- 1ST Source Bank first reported a position in Southern Company in Q2 2013 and has held it in 38 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.