Creative Financial Designs’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 | $167K | Sell |
1,730
-5
| -0.3% | -$463 | 0.01% | 554 |
|
|
2025
Q4 | $151K | Buy |
1,735
+392
| +29% | +$35.8K | 0.01% | 548 |
|
|
2025
Q3 | $127K | Sell |
1,343
-545
| -29% | -$50.9K | 0.01% | 577 |
|
|
2025
Q2 | $173K | Sell |
1,888
-474
| -20% | -$42.6K | 0.01% | 522 |
|
|
2025
Q1 | $217K | Buy |
2,362
+569
| +32% | +$49.3K | 0.02% | 422 |
|
|
2024
Q4 | $148K | Sell |
1,793
-499
| -22% | -$43.8K | 0.01% | 516 |
|
|
2024
Q3 | $207K | Sell |
2,292
-14,109
| -86% | -$1.21M | 0.02% | 440 |
|
|
2024
Q2 | $1.27M | Buy |
16,401
+175
| +1% | +$13.3K | 0.11% | 156 |
|
|
2024
Q1 | $1.16M | Sell |
16,226
-2,555
| -14% | -$176K | 0.11% | 153 |
|
|
2023
Q4 | $1.32M | Sell |
18,781
-216
| -1% | -$14.8K | 0.13% | 138 |
|
|
2023
Q3 | $1.23M | Sell |
18,997
-1,098
| -5% | -$76.2K | 0.14% | 126 |
|
|
2023
Q2 | $1.41M | Sell |
20,095
-827
| -4% | -$59.3K | 0.17% | 115 |
|
|
2023
Q1 | $1.46M | Buy |
20,922
+491
| +2% | +$33.1K | 0.19% | 108 |
|
|
2022
Q4 | $1.46M | Buy |
20,431
+1,129
| +6% | +$75.5K | 0.22% | 89 |
|
|
2022
Q3 | $1.31M | Buy |
19,302
+162
| +0.8% | +$12.3K | 0.21% | 91 |
|
|
2022
Q2 | $1.36M | Buy |
19,140
+815
| +4% | +$59.8K | 0.22% | 93 |
|
|
2022
Q1 | $1.33M | Buy |
18,325
+196
| +1% | +$13.3K | 0.2% | 107 |
|
|
2021
Q4 | $1.24M | Buy |
18,129
+913
| +5% | +$58.2K | 0.19% | 112 |
|
|
2021
Q3 | $1.07M | Buy |
17,216
+1,396
| +9% | +$89.9K | 0.18% | 111 |
|
|
2021
Q2 | $957K | Buy |
15,820
+1,520
| +11% | +$97.2K | 0.17% | 117 |
|
|
2021
Q1 | $889K | Sell |
14,300
-489
| -3% | -$29.3K | 0.17% | 110 |
|
|
2020
Q4 | $908K | Buy |
14,789
+29
| +0.2% | +$1.74K | 0.19% | 89 |
|
|
2020
Q3 | $800K | Buy |
14,760
+2,232
| +18% | +$119K | 0.2% | 96 |
|
|
2020
Q2 | $650K | Sell |
12,528
-191
| -2% | -$10.6K | 0.2% | 92 |
|
|
2020
Q1 | $689K | Sell |
12,719
-2,053
| -14% | -$130K | 0.35% | 49 |
|
|
2019
Q4 | $925K | Buy |
14,772
+325
| +2% | +$20.1K | 0.41% | 58 |
|
|
2019
Q3 | $883K | Buy |
14,447
+675
| +5% | +$39.1K | 0.48% | 51 |
|
|
2019
Q2 | $775K | Buy |
13,772
+2,799
| +26% | +$150K | 0.42% | 55 |
|
|
2019
Q1 | $567K | Buy |
10,973
+4,037
| +58% | +$198K | 0.34% | 63 |
|
|
2018
Q4 | $305K | Buy |
6,936
+431
| +7% | +$19.6K | 0.22% | 83 |
|
|
2018
Q3 | $284K | Sell |
6,505
-2,968
| -31% | -$137K | 0.16% | 98 |
|
|
2018
Q2 | $439K | Buy |
9,473
+1,471
| +18% | +$65.8K | 0.26% | 83 |
|
|
2018
Q1 | $357K | Sell |
8,002
-1,842
| -19% | -$81.8K | 0.23% | 88 |
|
|
2017
Q4 | $473K | Sell |
9,844
-1,277
| -11% | -$65.1K | 0.32% | 76 |
|
|
2017
Q3 | $546K | Buy |
11,121
+389
| +4% | +$18.9K | 0.31% | 75 |
|
|
2017
Q2 | $514K | Buy |
10,732
+826
| +8% | +$41.4K | 0.33% | 75 |
|
|
2017
Q1 | $493K | Buy |
9,906
+3,143
| +46% | +$155K | 0.35% | 73 |
|
|
2016
Q4 | $333K | Buy |
+6,763
| New | +$332K | 0.27% | 83 |
|
Other funds holding SO
VCM
VPM
Creative Financial Designs's SO Position: Q1 2026 in Review
Creative Financial Designs reduced its Southern Company (SO) stake by 0.29% in Q1 2026, selling an estimated $463 and leaving 1,730 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #554.
Creative Financial Designs first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.46M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Creative Financial Designs held 1,730 shares of Southern Company worth $167K as of Q1 2026.
- Creative Financial Designs sold 5 Southern Company shares in Q1 2026, an estimated $463.
- Southern Company made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #554 holding.
- Creative Financial Designs first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Southern Company position peaked at $1.46M in Q4 2022.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.