Crossmark Global Holdings’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 | $29M | Buy |
302,533
+12,554
| +4% | +$1.18M | 0.38% | 61 |
|
|
2026
Q1 | $28M | Buy |
289,979
+6,964
| +2% | +$644K | 0.41% | 51 |
|
|
2025
Q4 | $24.7M | Buy |
283,015
+25,275
| +10% | +$2.31M | 0.35% | 60 |
|
|
2025
Q3 | $24.4M | Buy |
257,740
+7,539
| +3% | +$704K | 0.37% | 60 |
|
|
2025
Q2 | $23M | Sell |
250,201
-4,614
| -2% | -$414K | 0.37% | 59 |
|
|
2025
Q1 | $23.4M | Sell |
254,815
-1,434
| -0.6% | -$124K | 0.41% | 50 |
|
|
2024
Q4 | $21.1M | Buy |
256,249
+3,603
| +1% | +$316K | 0.38% | 53 |
|
|
2024
Q3 | $22.8M | Sell |
252,646
-5,459
| -2% | -$466K | 0.41% | 51 |
|
|
2024
Q2 | $20M | Buy |
258,105
+36,142
| +16% | +$2.74M | 0.38% | 58 |
|
|
2024
Q1 | $15.9M | Buy |
221,963
+11,549
| +5% | +$797K | 0.31% | 74 |
|
|
2023
Q4 | $14.8M | Buy |
210,414
+6,466
| +3% | +$444K | 0.31% | 74 |
|
|
2023
Q3 | $13.6M | Buy |
203,948
+2,525
| +1% | +$175K | 0.31% | 79 |
|
|
2023
Q2 | $14.6M | Sell |
201,423
-12,798
| -6% | -$918K | 0.31% | 75 |
|
|
2023
Q1 | $14.9M | Sell |
214,221
-139
| -0.1% | -$9.36K | 0.35% | 64 |
|
|
2022
Q4 | $15.3M | Buy |
214,360
+138,512
| +183% | +$9.26M | 0.38% | 63 |
|
|
2022
Q3 | $5.16M | Sell |
75,848
-1,143
| -1% | -$86.6K | 0.14% | 173 |
|
|
2022
Q2 | $5.49M | Buy |
76,991
+5,690
| +8% | +$418K | 0.14% | 176 |
|
|
2022
Q1 | $5.17M | Buy |
71,301
+3,260
| +5% | +$221K | 0.12% | 204 |
|
|
2021
Q4 | $4.67M | Sell |
68,041
-2,330
| -3% | -$149K | 0.1% | 213 |
|
|
2021
Q3 | $4.36M | Buy |
70,371
+981
| +1% | +$63.2K | 0.1% | 212 |
|
|
2021
Q2 | $4.2M | Buy |
69,390
+1,968
| +3% | +$126K | 0.1% | 222 |
|
|
2021
Q1 | $4.19M | Sell |
67,422
-750
| -1% | -$44.9K | 0.1% | 212 |
|
|
2020
Q4 | $4.19M | Sell |
68,172
-1,695
| -2% | -$102K | 0.11% | 205 |
|
|
2020
Q3 | $3.79M | Buy |
69,867
+31
| +0% | +$1.66K | 0.11% | 208 |
|
|
2020
Q2 | $3.62M | Buy |
69,836
+6,371
| +10% | +$354K | 0.11% | 213 |
|
|
2020
Q1 | $3.44M | Buy |
63,465
+121
| +0.2% | +$7.67K | 0.12% | 191 |
|
|
2019
Q4 | $4.04M | Buy |
63,344
+1,326
| +2% | +$82.2K | 0.11% | 213 |
|
|
2019
Q3 | $3.83M | Sell |
62,018
-4,202
| -6% | -$244K | 0.11% | 216 |
|
|
2019
Q2 | $3.66M | Buy |
66,220
+545
| +0.8% | +$29.2K | 0.1% | 230 |
|
|
2019
Q1 | $3.39M | Sell |
65,675
-883
| -1% | -$43.3K | 0.1% | 244 |
|
|
2018
Q4 | $2.92M | Sell |
66,558
-12,665
| -16% | -$576K | 0.09% | 259 |
|
|
2018
Q3 | $3.45M | Sell |
79,223
-1,667
| -2% | -$76.8K | 0.09% | 266 |
|
|
2018
Q2 | $3.75M | Sell |
80,890
-4,280
| -5% | -$192K | 0.1% | 234 |
|
|
2018
Q1 | $3.8M | Sell |
85,170
-6,767
| -7% | -$300K | 0.1% | 251 |
|
|
2017
Q4 | $4.42M | Buy |
91,937
+5,798
| +7% | +$295K | 0.11% | 232 |
|
|
2017
Q3 | $4.23M | Buy |
+86,139
| New | +$4.18M | 0.11% | 227 |
|
|
2016
Q3 | $4.23M | Buy |
+86,139
| New | +$4.54M | 0.11% | 227 |
|
Other funds holding SO
Crossmark Global Holdings's SO Position: Q2 2026 in Review
Crossmark Global Holdings increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $1.18M and bringing the position to 302,533 shares worth $29M. The position accounts for 0.38% of the portfolio, ranked #61.
Crossmark Global Holdings first reported a position in SO in Q3 2016 and has held it in 37 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Crossmark Global Holdings held 302,533 shares of Southern Company worth $29M as of Q2 2026.
- Crossmark Global Holdings bought 12,554 Southern Company shares in Q2 2026, an estimated $1.18M.
- Southern Company made up 0.38% of Crossmark Global Holdings's portfolio in Q2 2026, its #61 holding.
- Crossmark Global Holdings first reported a position in Southern Company in Q3 2016 and has held it in 37 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.