BOK Financial’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 | $2.91M | Sell |
30,139
-1,336
| -4% | -$124K | 0.04% | 271 |
|
|
2025
Q4 | $2.74M | Sell |
31,475
-3,024
| -9% | -$276K | 0.04% | 279 |
|
|
2025
Q3 | $3.27M | Sell |
34,499
-19
| -0.1% | -$1.77K | 0.05% | 264 |
|
|
2025
Q2 | $3.17M | Sell |
34,518
-486
| -1% | -$43.7K | 0.05% | 268 |
|
|
2025
Q1 | $3.22M | Sell |
35,004
-1,400
| -4% | -$121K | 0.06% | 257 |
|
|
2024
Q4 | $2.96M | Sell |
36,404
-237
| -0.6% | -$20.8K | 0.05% | 272 |
|
|
2024
Q3 | $3.32M | Buy |
36,641
+644
| +2% | +$55K | 0.06% | 256 |
|
|
2024
Q2 | $2.79M | Sell |
35,997
-595
| -2% | -$45.1K | 0.05% | 298 |
|
|
2024
Q1 | $2.6M | Sell |
36,592
-483
| -1% | -$33.3K | 0.05% | 321 |
|
|
2023
Q4 | $2.6M | Sell |
37,075
-78
| -0.2% | -$5.36K | 0.05% | 306 |
|
|
2023
Q3 | $2.5M | Buy |
37,153
+8,436
| +29% | +$585K | 0.06% | 283 |
|
|
2023
Q2 | $2.02M | Sell |
28,717
-5,129
| -15% | -$368K | 0.04% | 342 |
|
|
2023
Q1 | $2.36M | Sell |
33,846
-31,155
| -48% | -$2.1M | 0.05% | 317 |
|
|
2022
Q4 | $4.64M | Buy |
65,001
+1,264
| +2% | +$84.5K | 0.09% | 218 |
|
|
2022
Q3 | $4.33M | Sell |
63,737
-899
| -1% | -$68.1K | 0.09% | 215 |
|
|
2022
Q2 | $4.61M | Sell |
64,636
-2,871
| -4% | -$211K | 0.09% | 215 |
|
|
2022
Q1 | $4.89M | Sell |
67,507
-7,226
| -10% | -$489K | 0.08% | 227 |
|
|
2021
Q4 | $5.13M | Sell |
74,733
-996
| -1% | -$63.5K | 0.08% | 233 |
|
|
2021
Q3 | $4.69M | Buy |
+75,729
| New | +$4.88M | 0.08% | 246 |
|
|
2021
Q1 | $4.81M | Sell |
77,451
-19,987
| -21% | -$1.2M | 0.09% | 217 |
|
|
2020
Q4 | $5.99M | Buy |
97,438
+8,687
| +10% | +$522K | 0.11% | 178 |
|
|
2020
Q3 | $4.81M | Buy |
88,751
+25,927
| +41% | +$1.39M | 0.11% | 194 |
|
|
2020
Q2 | $3.26M | Sell |
62,824
-1,019
| -2% | -$56.6K | 0.08% | 241 |
|
|
2020
Q1 | $3.46M | Sell |
63,843
-4,041
| -6% | -$256K | 0.1% | 206 |
|
|
2019
Q4 | $4.33M | Buy |
67,884
+5,060
| +8% | +$314K | 0.1% | 216 |
|
|
2019
Q3 | $3.88M | Buy |
62,824
+5,814
| +10% | +$337K | 0.09% | 227 |
|
|
2019
Q2 | $3.15M | Buy |
57,010
+615
| +1% | +$32.9K | 0.08% | 263 |
|
|
2019
Q1 | $2.92M | Sell |
56,395
-111
| -0.2% | -$5.44K | 0.07% | 272 |
|
|
2018
Q4 | $2.48M | Buy |
56,506
+2,623
| +5% | +$119K | 0.07% | 278 |
|
|
2018
Q3 | $2.35M | Sell |
53,883
-10,617
| -16% | -$489K | 0.06% | 340 |
|
|
2018
Q2 | $2.99M | Sell |
64,500
-97
| -0.2% | -$4.34K | 0.08% | 290 |
|
|
2018
Q1 | $2.88M | Sell |
64,597
-5,291
| -8% | -$235K | 0.08% | 282 |
|
|
2017
Q4 | $3.36M | Buy |
69,888
+2,920
| +4% | +$149K | 0.09% | 256 |
|
|
2017
Q3 | $3.29M | Sell |
66,968
-11,496
| -15% | -$557K | 0.1% | 241 |
|
|
2017
Q2 | $3.76M | Sell |
78,464
-9,739
| -11% | -$488K | 0.12% | 197 |
|
|
2017
Q1 | $4.39M | Buy |
88,203
+2,611
| +3% | +$129K | 0.14% | 174 |
|
|
2016
Q4 | $4.21M | Sell |
85,592
-1,577
| -2% | -$77.5K | 0.14% | 166 |
|
|
2016
Q3 | $4.47M | Buy |
87,169
+17,639
| +25% | +$929K | 0.15% | 159 |
|
|
2016
Q2 | $3.73M | Buy |
69,530
+3,422
| +5% | +$172K | 0.13% | 169 |
|
|
2016
Q1 | $3.42M | Sell |
66,108
-1,747
| -3% | -$85.1K | 0.12% | 192 |
|
|
2015
Q4 | $3.17M | Sell |
67,855
-284
| -0.4% | -$12.9K | 0.11% | 213 |
|
|
2015
Q3 | $3.05M | Sell |
68,139
-8,540
| -11% | -$375K | 0.11% | 212 |
|
|
2015
Q2 | $3.21M | Sell |
76,679
-9,403
| -11% | -$410K | 0.11% | 217 |
|
|
2015
Q1 | $3.81M | Buy |
86,082
+22,449
| +35% | +$1.07M | 0.13% | 191 |
|
|
2014
Q4 | $3.13M | Buy |
63,633
+125
| +0.2% | +$5.9K | 0.11% | 214 |
|
|
2014
Q3 | $2.77M | Buy |
63,508
+66
| +0.1% | +$2.9K | 0.09% | 241 |
|
|
2014
Q2 | $2.88M | Sell |
63,442
-8,536
| -12% | -$377K | 0.09% | 239 |
|
|
2014
Q1 | $3.16M | Sell |
71,978
-1,337
| -2% | -$56K | 0.1% | 216 |
|
|
2013
Q4 | $3.01M | Buy |
73,315
+6,195
| +9% | +$256K | 0.1% | 222 |
|
|
2013
Q3 | $2.76M | Sell |
67,120
-128,995
| -66% | -$5.56M | 0.1% | 224 |
|
|
2013
Q2 | $8.65M | Buy |
+196,115
| New | +$9.02M | 0.33% | 68 |
|
Other funds holding SO
VCM
VPM
BOK Financial's SO Position: Q1 2026 in Review
BOK Financial reduced its Southern Company (SO) stake by 4.2% in Q1 2026, selling an estimated $124K and leaving 30,139 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #271.
BOK Financial first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.65M in Q2 2013. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- BOK Financial held 30,139 shares of Southern Company worth $2.91M as of Q1 2026.
- BOK Financial sold 1,336 Southern Company shares in Q1 2026, an estimated $124K.
- Southern Company made up 0.04% of BOK Financial's portfolio in Q1 2026, its #271 holding.
- BOK Financial first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
- BOK Financial's Southern Company position peaked at $8.65M in Q2 2013.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.