Belpointe Asset 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 | $1.05M | Sell |
10,930
-295
| -3% | -$27.8K | 0.03% | 482 |
|
|
2026
Q1 | $1.08M | Buy |
11,225
+1,939
| +21% | +$179K | 0.04% | 428 |
|
|
2025
Q4 | $810K | Sell |
9,286
-2,055
| -18% | -$188K | 0.03% | 508 |
|
|
2025
Q3 | $1.07M | Buy |
11,341
+3,015
| +36% | +$281K | 0.04% | 384 |
|
|
2025
Q2 | $765K | Sell |
8,326
-1,031
| -11% | -$92.6K | 0.03% | 436 |
|
|
2025
Q1 | $860K | Sell |
9,357
-3,203
| -26% | -$277K | 0.04% | 375 |
|
|
2024
Q4 | $1.09M | Buy |
12,560
+222
| +2% | +$19.5K | 0.07% | 290 |
|
|
2024
Q3 | $1.11M | Buy |
12,338
+2,238
| +22% | +$191K | 0.07% | 284 |
|
|
2024
Q2 | $784K | Buy |
10,100
+2,052
| +25% | +$156K | 0.05% | 334 |
|
|
2024
Q1 | $577K | Sell |
8,048
-665
| -8% | -$45.9K | 0.04% | 403 |
|
|
2023
Q4 | $611K | Buy |
8,713
+1,662
| +24% | +$114K | 0.05% | 316 |
|
|
2023
Q3 | $456K | Buy |
7,051
+556
| +9% | +$38.6K | 0.05% | 358 |
|
|
2023
Q2 | $456K | Sell |
6,495
-9,340
| -59% | -$670K | 0.05% | 330 |
|
|
2023
Q1 | $1.1M | Buy |
15,835
+558
| +4% | +$37.6K | 0.06% | 306 |
|
|
2022
Q4 | $1.09M | Buy |
15,277
+165
| +1% | +$11K | 0.07% | 299 |
|
|
2022
Q3 | $1.03M | Buy |
15,112
+528
| +4% | +$40K | 0.07% | 286 |
|
|
2022
Q2 | $1.04M | Sell |
14,584
-9,564
| -40% | -$702K | 0.07% | 284 |
|
|
2022
Q1 | $1.75M | Buy |
24,148
+3,664
| +18% | +$248K | 0.11% | 204 |
|
|
2021
Q4 | $1.41M | Buy |
20,484
+439
| +2% | +$28K | 0.09% | 232 |
|
|
2021
Q3 | $1.24M | Sell |
20,045
-308
| -2% | -$19.8K | 0.08% | 254 |
|
|
2021
Q2 | $1.23M | Buy |
20,353
+2,106
| +12% | +$135K | 0.09% | 247 |
|
|
2021
Q1 | $1.13M | Buy |
18,247
+969
| +6% | +$58K | 0.1% | 231 |
|
|
2020
Q4 | $1.06M | Sell |
17,278
-833
| -5% | -$50.1K | 0.1% | 237 |
|
|
2020
Q3 | $981K | Sell |
18,111
-35
| -0.2% | -$1.87K | 0.11% | 209 |
|
|
2020
Q2 | $942K | Buy |
18,146
+508
| +3% | +$28.2K | 0.12% | 181 |
|
|
2020
Q1 | $955K | Sell |
17,638
-7,255
| -29% | -$460K | 0.17% | 136 |
|
|
2019
Q4 | $1.59M | Buy |
24,893
+7,107
| +40% | +$440K | 0.2% | 116 |
|
|
2019
Q3 | $1.1M | Buy |
17,786
+7,712
| +77% | +$447K | 0.18% | 134 |
|
|
2019
Q2 | $557K | Sell |
10,074
-5,455
| -35% | -$292K | 0.11% | 202 |
|
|
2019
Q1 | $803K | Buy |
15,529
+2,358
| +18% | +$116K | 0.16% | 107 |
|
|
2018
Q4 | $578K | Buy |
13,171
+814
| +7% | +$37K | 0.15% | 154 |
|
|
2018
Q3 | $539K | Buy |
+12,357
| New | +$569K | 0.09% | 241 |
|
|
2018
Q1 | – | Sell |
-5,652
| Closed | -$272K | – | 457 |
|
|
2017
Q4 | $272K | Sell |
5,652
-3,029
| -35% | -$154K | 0.06% | 360 |
|
|
2017
Q3 | $427K | Buy |
+8,681
| New | +$421K | 0.1% | 234 |
|
Other funds holding SO
Belpointe Asset Management's SO Position: Q2 2026 in Review
Belpointe Asset Management reduced its Southern Company (SO) stake by 2.6% in Q2 2026, selling an estimated $27.8K and leaving 10,930 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #482.
Belpointe Asset Management first reported a position in SO in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.75M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Belpointe Asset Management held 10,930 shares of Southern Company worth $1.05M as of Q2 2026.
- Belpointe Asset Management sold 295 Southern Company shares in Q2 2026, an estimated $27.8K.
- Southern Company made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #482 holding.
- Belpointe Asset Management first reported a position in Southern Company in Q3 2017 and has held it in 34 quarters since.
- Belpointe Asset Management's Southern Company position peaked at $1.75M in Q1 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.