AllSquare Wealth Management’s Southern Company SO Stock Holding History

AllSquare Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$47.8K	Buy	504 +4	+0.8%	+$373	0.03%	238
2025 Q2	$45.9K	Hold	500	–	–	0.03%	233
2025 Q1	$46K	Hold	500	–	–	0.03%	217
2024 Q4	$41.2K	Hold	500	–	–	0.02%	232
2024 Q3	$45.1K	Hold	500	–	–	0.03%	223
2024 Q2	$38.8K	Hold	500	–	–	0.02%	233
2024 Q1	$35.9K	Hold	500	–	–	0.02%	244
2023 Q4	$35.1K	Hold	500	–	–	0.02%	245
2023 Q3	$32.4K	Hold	500	–	–	0.02%	249
2023 Q2	$34.9K	Hold	500	–	–	0.02%	247
2023 Q1	$34.8K	Buy	500 +100	+25%	+$6.73K	0.02%	251
2022 Q4	$28.6K	Hold	400	–	–	0.02%	259
2022 Q3	$27K	Hold	400	–	–	0.02%	254
2022 Q2	$29K	Sell	400 -150	-27%	-$11K	0.02%	259
2022 Q1	$40K	Hold	550	–	–	0.02%	246
2021 Q4	$38K	Hold	550	–	–	0.02%	257
2021 Q3	$34K	Sell	550 -200	-27%	-$12.9K	0.02%	262
2021 Q2	$45K	Hold	750	–	–	0.03%	242
2021 Q1	$47K	Hold	750	–	–	0.03%	234
2020 Q4	$46K	Hold	750	–	–	0.03%	207
2020 Q3	$41K	Hold	750	–	–	0.03%	216
2020 Q2	$39K	Hold	750	–	–	0.03%	214
2020 Q1	$41K	Hold	750	–	–	0.04%	175
2019 Q4	$48K	Hold	750	–	–	0.03%	187
2019 Q3	$46K	Sell	750 -150	-17%	-$8.69K	0.03%	200
2019 Q2	$50K	Sell	900 -100	-10%	-$5.35K	0.04%	189
2019 Q1	$52K	Sell	1,000 -100	-9%	-$4.9K	0.04%	178
2018 Q4	$48K	Hold	1,100	–	–	0.04%	167
2018 Q3	$48K	Sell	1,100 -100	-8%	-$4.61K	0.04%	179
2018 Q2	$56K	Buy	1,200 +100	+9%	+$4.48K	0.04%	167
2018 Q1	$49K	Hold	1,100	–	–	0.04%	148
2017 Q4	$53K	Hold	1,100	–	–	0.04%	142
2017 Q3	$54K	Buy	+1,100	New	+$53.3K	0.04%	134
2017 Q2	–	Sell	-1,000	Closed	-$50K	–	333
2017 Q1	$50K	Hold	1,000	–	–	0.04%	132
2016 Q4	$49K	Hold	1,000	–	–	0.05%	133
2016 Q3	$51K	Hold	1,000	–	–	0.05%	116
2016 Q2	$54K	Hold	1,000	–	–	0.05%	111
2016 Q1	$52K	Buy	1,000 +200	+25%	+$9.74K	0.05%	112
2015 Q4	$37K	Hold	800	–	–	0.04%	132
2015 Q3	$36K	Hold	800	–	–	0.04%	130
2015 Q2	$34K	Buy	800 +300	+60%	+$13.1K	0.03%	142
2015 Q1	$22K	Hold	500	–	–	0.02%	166
2014 Q4	$25K	Buy	+500	New	+$23.6K	0.02%	161

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllSquare Wealth Management's SO Position: Q3 2025 in Review

AllSquare Wealth Management increased its Southern Company (SO) stake by 0.8% in Q3 2025, buying an estimated $373 and bringing the position to 504 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #238.

AllSquare Wealth Management first reported a position in SO in Q4 2014 and has held it in 43 quarters since. The position peaked at $56K in Q2 2018. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

AllSquare Wealth Management held 504 shares of Southern Company worth $47.8K as of Q3 2025.
AllSquare Wealth Management bought 4 Southern Company shares in Q3 2025, an estimated $373.
Southern Company made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #238 holding.
AllSquare Wealth Management first reported a position in Southern Company in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's Southern Company position peaked at $56K in Q2 2018.
2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.