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CoreFirst Bank & Trust’s Southern Company SO Stock Holding History

CoreFirst Bank & Trust’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
Q4 		– Sell
-200
Closed -$19K – 338
2025
Q3 		$19K Hold
200
– – 0.01% 260
2025
Q2 		$18.4K Buy
+200
New +$18K 0.01% 267
2025
Q1 		– Sell
-200
Closed -$16.5K – 310
2024
Q4 		$16.5K Hold
200
– – 0.01% 275
2024
Q3 		$18K Buy
+200
New +$17.1K 0.01% 271
2024
Q2 		– Sell
-200
Closed -$14.3K – 318
2024
Q1 		$14.3K Hold
200
– – 0.01% 291
2023
Q4 		$14K Hold
200
– – 0.01% 294
2023
Q3 		$12.9K Sell
200
-198
-50% -$13.7K 0.01% 313
2023
Q2 		$28K Sell
398
-7,377
-95% -$529K 0.02% 257
2023
Q1 		$541K Hold
7,775
– – 0.39% 64
2022
Q4 		$555K Hold
7,775
– – 0.42% 57
2022
Q3 		$529K Sell
7,775
-2
-0% -$152 0.46% 51
2022
Q2 		$555K Buy
7,777
+200
+3% +$14.7K 0.44% 51
2022
Q1 		$549K Sell
7,577
-1,373
-15% -$93K 0.38% 62
2021
Q4 		$614K Sell
8,950
-424
-5% -$27K 0.4% 61
2021
Q3 		$581K Sell
9,374
-900
-9% -$57.9K 0.4% 57
2021
Q2 		$622K Sell
10,274
-100
-1% -$6.39K 0.42% 57
2021
Q1 		$645K Sell
10,374
-363
-3% -$21.7K 0.44% 53
2020
Q4 		$660K Buy
+10,737
New +$646K 0.49% 50

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CoreFirst Bank & Trust's SO Position: Q4 2025 in Review

CoreFirst Bank & Trust sold out of Southern Company (SO) in Q4 2025, closing a stake of 200 shares — an estimated $19K sold.

CoreFirst Bank & Trust first reported a position in SO in Q4 2020 and held it in 18 quarters. The position peaked at $660K in Q4 2020. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • CoreFirst Bank & Trust reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 200 Southern Company shares in Q4 2025, an estimated $19K.
  • CoreFirst Bank & Trust first reported a position in Southern Company in Q4 2020 and held it in 18 quarters.
  • CoreFirst Bank & Trust's Southern Company position peaked at $660K in Q4 2020.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2025, filed 11 Feb 2026.