Certified Advisory Corp’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 | $745K | Sell |
7,788
-1,067
| -12% | -$100K | 0.06% | 193 |
|
|
2026
Q1 | $855K | Buy |
8,855
+22
| +0.2% | +$2.04K | 0.08% | 174 |
|
|
2025
Q4 | $770K | Buy |
8,833
+126
| +1% | +$11.5K | 0.07% | 175 |
|
|
2025
Q3 | $825K | Buy |
8,707
+21
| +0.2% | +$1.96K | 0.08% | 169 |
|
|
2025
Q2 | $798K | Buy |
8,686
+4
| +0% | +$359 | 0.08% | 168 |
|
|
2025
Q1 | $798K | Sell |
8,682
-1,303
| -13% | -$113K | 0.09% | 160 |
|
|
2024
Q4 | $822K | Sell |
9,985
-9
| -0.1% | -$790 | 0.09% | 155 |
|
|
2024
Q3 | $901K | Buy |
9,994
+2,207
| +28% | +$189K | 0.1% | 151 |
|
|
2024
Q2 | $604K | Buy |
+7,787
| New | +$590K | 0.08% | 171 |
|
|
2023
Q4 | – | Sell |
-1,302
| Closed | -$84.3K | – | 310 |
|
|
2023
Q3 | $84.3K | Buy |
1,302
+3
| +0.2% | +$208 | 0.02% | 245 |
|
|
2023
Q2 | $91.2K | Buy |
1,299
+4
| +0.3% | +$287 | 0.02% | 227 |
|
|
2023
Q1 | $90.1K | Buy |
+1,295
| New | +$87.2K | 0.02% | 242 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$3K | – | 252 |
|
|
2022
Q2 | $3K | Sell |
42
-969
| -96% | -$71.1K | ﹤0.01% | 209 |
|
|
2022
Q1 | $73K | Buy |
+1,011
| New | +$68.5K | 0.02% | 221 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$3K | – | 252 |
|
|
2021
Q3 | $3K | Buy |
+42
| New | +$2.7K | ﹤0.01% | 220 |
|
|
2021
Q2 | – | Sell |
-887
| Closed | -$56K | – | 649 |
|
|
2021
Q1 | $56K | Buy |
+887
| New | +$53.1K | 0.01% | 333 |
|
|
2020
Q2 | $42K | Buy |
823
+3
| +0.4% | +$167 | 0.01% | 329 |
|
|
2020
Q1 | $44K | Buy |
820
+3
| +0.4% | +$190 | 0.02% | 299 |
|
|
2019
Q4 | $52K | Buy |
817
+3
| +0.4% | +$186 | 0.02% | 312 |
|
|
2019
Q3 | $51K | Buy |
814
+4
| +0.5% | +$232 | 0.02% | 315 |
|
|
2019
Q2 | $44K | Buy |
810
+3
| +0.4% | +$161 | 0.02% | 340 |
|
|
2019
Q1 | $42K | Buy |
807
+42
| +5% | +$2.06K | 0.02% | 319 |
|
|
2018
Q4 | $34K | Sell |
765
-7,004
| -90% | -$318K | 0.02% | 333 |
|
|
2018
Q3 | $339K | Sell |
7,769
-707
| -8% | -$32.6K | 0.16% | 113 |
|
|
2018
Q2 | $393K | Buy |
8,476
+1
| +0% | +$45 | 0.22% | 99 |
|
|
2018
Q1 | $378K | Hold |
8,475
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $407K | Buy |
+8,475
| New | +$432K | 0.29% | 74 |
|
Other funds holding SO
Certified Advisory Corp's SO Position: Q2 2026 in Review
Certified Advisory Corp reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $100K and leaving 7,788 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #193.
Certified Advisory Corp first reported a position in SO in Q4 2017 and has held it in 27 quarters since. The position peaked at $901K in Q3 2024. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Certified Advisory Corp held 7,788 shares of Southern Company worth $745K as of Q2 2026.
- Certified Advisory Corp sold 1,067 Southern Company shares in Q2 2026, an estimated $100K.
- Southern Company made up 0.06% of Certified Advisory Corp's portfolio in Q2 2026, its #193 holding.
- Certified Advisory Corp first reported a position in Southern Company in Q4 2017 and has held it in 27 quarters since.
- Certified Advisory Corp's Southern Company position peaked at $901K in Q3 2024.
- 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.