All Terrain Financial Advisors’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 | $3.55M | Sell |
36,741
-3,694
| -9% | -$342K | 0.83% | 22 |
|
|
2025
Q4 | $3.53M | Sell |
40,435
-2,227
| -5% | -$203K | 0.82% | 23 |
|
|
2025
Q3 | $4.04M | Sell |
42,662
-7,467
| -15% | -$697K | 1.01% | 18 |
|
|
2025
Q2 | $4.6M | Buy |
50,129
+11
| +0% | +$988 | 1.32% | 14 |
|
|
2025
Q1 | $4.61M | Buy |
50,118
+682
| +1% | +$59K | 1.45% | 13 |
|
|
2024
Q4 | $4.07M | Buy |
49,436
+942
| +2% | +$82.6K | 1.33% | 17 |
|
|
2024
Q3 | $4.37M | Sell |
48,494
-1,004
| -2% | -$85.8K | 1.6% | 15 |
|
|
2024
Q2 | $3.84M | Buy |
49,498
+374
| +0.8% | +$28.3K | 1.52% | 18 |
|
|
2024
Q1 | $3.52M | Sell |
49,124
-48
| -0.1% | -$3.31K | 1.39% | 18 |
|
|
2023
Q4 | $3.45M | Buy |
49,172
+90
| +0.2% | +$6.18K | 1.3% | 19 |
|
|
2023
Q3 | $3.18M | Buy |
49,082
+774
| +2% | +$53.7K | 1.33% | 20 |
|
|
2023
Q2 | $3.39M | Buy |
48,308
+1,184
| +3% | +$84.9K | 1.29% | 21 |
|
|
2023
Q1 | $3.28M | Buy |
47,124
+1,452
| +3% | +$97.8K | 1.35% | 20 |
|
|
2022
Q4 | $3.26M | Buy |
45,672
+985
| +2% | +$65.9K | 1.44% | 19 |
|
|
2022
Q3 | $3.04M | Buy |
44,687
+214
| +0.5% | +$16.2K | 1.31% | 22 |
|
|
2022
Q2 | $3.17M | Sell |
44,473
-1,820
| -4% | -$134K | 1.35% | 22 |
|
|
2022
Q1 | $3.36M | Sell |
46,293
-676
| -1% | -$45.8K | 1.36% | 23 |
|
|
2021
Q4 | $3.22M | Buy |
46,969
+455
| +1% | +$29K | 1.31% | 22 |
|
|
2021
Q3 | $2.88M | Buy |
46,514
+131
| +0.3% | +$8.43K | 1.26% | 27 |
|
|
2021
Q2 | $2.81M | Buy |
46,383
+5,876
| +15% | +$376K | 1.28% | 27 |
|
|
2021
Q1 | $2.52M | Buy |
40,507
+328
| +0.8% | +$19.6K | 1.15% | 27 |
|
|
2020
Q4 | $2.47M | Buy |
40,179
+1,701
| +4% | +$102K | 0.96% | 25 |
|
|
2020
Q3 | $2.09M | Sell |
38,478
-392
| -1% | -$20.9K | 0.71% | 29 |
|
|
2020
Q2 | $2.02M | Sell |
38,870
-1,638
| -4% | -$91.1K | 0.83% | 29 |
|
|
2020
Q1 | $2.19M | Sell |
40,508
-1,451
| -3% | -$91.9K | 0.89% | 30 |
|
|
2019
Q4 | $2.67M | Sell |
41,959
-2,159
| -5% | -$134K | 0.87% | 29 |
|
|
2019
Q3 | $2.73M | Sell |
44,118
-788
| -2% | -$45.7K | 0.91% | 30 |
|
|
2019
Q2 | $2.48M | Sell |
44,906
-88
| -0.2% | -$4.71K | 0.85% | 30 |
|
|
2019
Q1 | $2.33M | Sell |
44,994
-1,213
| -3% | -$59.5K | 0.8% | 28 |
|
|
2018
Q4 | $2.03M | Buy |
46,207
+9,148
| +25% | +$416K | 0.81% | 29 |
|
|
2018
Q3 | $1.62M | Buy |
37,059
+128
| +0.3% | +$5.9K | 0.66% | 34 |
|
|
2018
Q2 | $1.71M | Sell |
36,931
-365
| -1% | -$16.3K | 0.77% | 32 |
|
|
2018
Q1 | $1.67M | Sell |
37,296
-1,640
| -4% | -$72.8K | 0.76% | 32 |
|
|
2017
Q4 | $1.87M | Buy |
+38,936
| New | +$1.98M | 0.86% | 27 |
|
Other funds holding SO
VCM
VPM
All Terrain Financial Advisors's SO Position: Q1 2026 in Review
All Terrain Financial Advisors reduced its Southern Company (SO) stake by 9.1% in Q1 2026, selling an estimated $342K and leaving 36,741 shares worth $3.55M. The position accounts for 0.83% of the portfolio, ranked #22.
All Terrain Financial Advisors first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.61M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- All Terrain Financial Advisors held 36,741 shares of Southern Company worth $3.55M as of Q1 2026.
- All Terrain Financial Advisors sold 3,694 Southern Company shares in Q1 2026, an estimated $342K.
- Southern Company made up 0.83% of All Terrain Financial Advisors's portfolio in Q1 2026, its #22 holding.
- All Terrain Financial Advisors first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- All Terrain Financial Advisors's Southern Company position peaked at $4.61M in Q1 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.