Affinity Wealth Management’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
Q2 | $878K | Buy |
9,169
+18
| +0.2% | +$1.7K | 0.11% | 49 |
|
|
2026
Q1 | $883K | Hold |
9,151
| – | – | 0.13% | 43 |
|
|
2025
Q4 | $798K | Sell |
9,151
-152
| -2% | -$13.9K | 0.11% | 50 |
|
|
2025
Q3 | $882K | Sell |
9,303
-34
| -0.4% | -$3.17K | 0.13% | 49 |
|
|
2025
Q2 | $857K | Buy |
9,337
+63
| +0.7% | +$5.66K | 0.14% | 48 |
|
|
2025
Q1 | $853K | Sell |
9,274
-35
| -0.4% | -$3.03K | 0.16% | 46 |
|
|
2024
Q4 | $766K | Hold |
9,309
| – | – | 0.14% | 51 |
|
|
2024
Q3 | $839K | Buy |
9,309
+19
| +0.2% | +$1.62K | 0.15% | 47 |
|
|
2024
Q2 | $721K | Sell |
9,290
-143
| -2% | -$10.8K | 0.13% | 49 |
|
|
2024
Q1 | $677K | Hold |
9,433
| – | – | 0.13% | 52 |
|
|
2023
Q4 | $661K | Hold |
9,433
| – | – | 0.14% | 53 |
|
|
2023
Q3 | $611K | Buy |
9,433
+17
| +0.2% | +$1.18K | 0.14% | 56 |
|
|
2023
Q2 | $661K | Buy |
9,416
+4,129
| +78% | +$296K | 0.15% | 56 |
|
|
2023
Q1 | $368K | Hold |
5,287
| – | – | 0.09% | 74 |
|
|
2022
Q4 | $378K | Sell |
5,287
-200
| -4% | -$13.4K | 0.09% | 65 |
|
|
2022
Q3 | $373K | Hold |
5,487
| – | – | 0.09% | 62 |
|
|
2022
Q2 | $390K | Hold |
5,487
| – | – | 0.09% | 66 |
|
|
2022
Q1 | $416K | Hold |
5,487
| – | – | 0.08% | 64 |
|
|
2021
Q4 | $377K | Buy |
5,487
+18
| +0.3% | +$1.15K | 0.08% | 73 |
|
|
2021
Q3 | $338K | Buy |
5,469
+17
| +0.3% | +$1.09K | 0.07% | 81 |
|
|
2021
Q2 | $343K | Buy |
5,452
+17
| +0.3% | +$1.09K | 0.07% | 73 |
|
|
2021
Q1 | $357K | Hold |
5,435
| – | – | 0.07% | 67 |
|
|
2020
Q4 | $332K | Buy |
5,435
+1,900
| +54% | +$114K | 0.07% | 69 |
|
|
2020
Q3 | $206K | Buy |
+3,535
| New | +$189K | 0.06% | 76 |
|
|
2020
Q1 | – | Sell |
-3,435
| Closed | -$219K | – | 97 |
|
|
2019
Q4 | $219K | Hold |
3,435
| – | – | 0.08% | 95 |
|
|
2019
Q3 | $212K | Buy |
+3,435
| New | +$199K | 0.09% | 90 |
|
|
2019
Q1 | – | Sell |
-5,683
| Closed | -$250K | – | 110 |
|
|
2018
Q4 | $250K | Buy |
+5,683
| New | +$258K | 0.15% | 83 |
|
|
2017
Q3 | $230K | Buy |
4,681
+2
| +0% | +$97 | 0.14% | 61 |
|
|
2017
Q2 | $224K | Sell |
4,679
-406
| -8% | -$20.4K | 0.14% | 61 |
|
|
2017
Q1 | $253K | Buy |
5,085
+1,016
| +25% | +$50.2K | 0.14% | 52 |
|
|
2016
Q4 | $200K | Buy |
4,069
+3
| +0.1% | +$147 | 0.11% | 64 |
|
|
2016
Q3 | $209K | Buy |
4,066
+216
| +6% | +$11.4K | 0.14% | 57 |
|
|
2016
Q2 | $206K | Buy |
+3,850
| New | +$194K | 0.14% | 54 |
|
Other funds holding SO
Affinity Wealth Management's SO Position: Q2 2026 in Review
Affinity Wealth Management increased its Southern Company (SO) stake by 0.2% in Q2 2026, buying an estimated $1.7K and bringing the position to 9,169 shares worth $878K. The position accounts for 0.11% of the portfolio, ranked #49.
Affinity Wealth Management first reported a position in SO in Q2 2016 and has held it in 33 quarters since. The position peaked at $883K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Affinity Wealth Management held 9,169 shares of Southern Company worth $878K as of Q2 2026.
- Affinity Wealth Management bought 18 Southern Company shares in Q2 2026, an estimated $1.7K.
- Southern Company made up 0.11% of Affinity Wealth Management's portfolio in Q2 2026, its #49 holding.
- Affinity Wealth Management first reported a position in Southern Company in Q2 2016 and has held it in 33 quarters since.
- Affinity Wealth Management's Southern Company position peaked at $883K in Q1 2026.
- 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.