D'Orazio & Associates’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
Q3 | $283K | Sell |
3,420
-559
| -14% | -$50.9K | 0.03% | 236 |
|
|
2026
Q2 | $381K | Buy |
3,979
+133
| +3% | +$12.5K | 0.04% | 175 |
|
|
2026
Q1 | $371K | Sell |
3,846
-224
| -6% | -$20.7K | 0.05% | 161 |
|
|
2025
Q4 | $355K | Buy |
4,070
+122
| +3% | +$11.1K | 0.05% | 158 |
|
|
2025
Q3 | $374K | Buy |
3,948
+87
| +2% | +$8.12K | 0.05% | 143 |
|
|
2025
Q2 | $355K | Buy |
3,861
+149
| +4% | +$13.4K | 0.05% | 148 |
|
|
2025
Q1 | $341K | Buy |
3,712
+134
| +4% | +$11.6K | 0.05% | 150 |
|
|
2024
Q4 | $295K | Buy |
3,578
+1,127
| +46% | +$98.9K | 0.04% | 161 |
|
|
2024
Q3 | $221K | Buy |
+2,451
| New | +$209K | 0.03% | 206 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$31K | – | 615 |
|
|
2021
Q3 | $31K | Hold |
500
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $31K | Hold |
500
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $31K | Sell |
500
-300
| -38% | -$18K | 0.01% | 188 |
|
|
2020
Q3 | $43K | Sell |
800
-167
| -17% | -$8.92K | 0.02% | 147 |
|
|
2020
Q2 | $50K | Hold |
967
| – | – | 0.02% | 139 |
|
|
2020
Q1 | $52K | Sell |
967
-335
| -26% | -$21.2K | 0.03% | 124 |
|
|
2019
Q4 | $83K | Buy |
1,302
+302
| +30% | +$18.7K | 0.02% | 116 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $55K | Hold |
1,000
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $52K | Buy |
1,000
+500
| +100% | +$24.5K | 0.02% | 140 |
|
|
2018
Q4 | $22K | Hold |
500
| – | – | 0.01% | 173 |
|
|
2018
Q3 | $22K | Hold |
500
| – | – | 0.01% | 170 |
|
|
2018
Q2 | $23K | Sell |
500
-200
| -29% | -$8.95K | 0.01% | 162 |
|
|
2018
Q1 | $31K | Buy |
700
+49
| +8% | +$2.18K | 0.01% | 150 |
|
|
2017
Q4 | $31K | Buy |
651
+1
| +0.2% | +$51 | 0.01% | 157 |
|
|
2017
Q3 | $32K | Buy |
650
+150
| +30% | +$7.27K | 0.01% | 134 |
|
|
2017
Q2 | $24K | Sell |
500
-400
| -44% | -$20.1K | 0.01% | 179 |
|
|
2017
Q1 | $45K | Hold |
900
| – | – | 0.02% | 125 |
|
|
2016
Q4 | $44K | Hold |
900
| – | – | 0.02% | 121 |
|
|
2016
Q3 | $46K | Hold |
900
| – | – | 0.02% | 113 |
|
|
2016
Q2 | $48K | Buy |
+900
| New | +$45.3K | 0.02% | 116 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$19K | – | 317 |
|
|
2015
Q4 | $19K | Hold |
400
| – | – | 0.01% | 155 |
|
|
2015
Q3 | $18K | Hold |
400
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $17K | Hold |
400
| – | – | 0.01% | 156 |
|
|
2015
Q1 | $18K | Hold |
400
| – | – | 0.01% | 157 |
|
|
2014
Q4 | $20K | Hold |
400
| – | – | 0.01% | 136 |
|
|
2014
Q3 | $17K | Hold |
400
| – | – | 0.01% | 149 |
|
|
2014
Q2 | $18K | Hold |
400
| – | – | 0.01% | 146 |
|
|
2014
Q1 | $18K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$16.5K | 0.01% | 137 |
|
Other funds holding SO
D'Orazio & Associates's SO Position: Q3 2026 in Review
D'Orazio & Associates reduced its Southern Company (SO) stake by 14% in Q3 2026, selling an estimated $50.9K and leaving 3,420 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #236.
D'Orazio & Associates first reported a position in SO in Q4 2013 and has held it in 40 quarters since. The position peaked at $381K in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.
- D'Orazio & Associates held 3,420 shares of Southern Company worth $283K as of Q3 2026.
- D'Orazio & Associates sold 559 Southern Company shares in Q3 2026, an estimated $50.9K.
- Southern Company made up 0.03% of D'Orazio & Associates's portfolio in Q3 2026, its #236 holding.
- D'Orazio & Associates first reported a position in Southern Company in Q4 2013 and has held it in 40 quarters since.
- D'Orazio & Associates's Southern Company position peaked at $381K in Q2 2026.
- 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.
Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.