Family Legacy Inc’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 | $3.52M | Buy |
36,742
+48
| +0.1% | +$4.52K | 0.94% | 39 |
|
|
2026
Q1 | $3.54M | Buy |
36,694
+966
| +3% | +$89.4K | 1.06% | 39 |
|
|
2025
Q4 | $3.12M | Buy |
35,728
+66
| +0.2% | +$6.03K | 0.93% | 42 |
|
|
2025
Q3 | $3.38M | Buy |
35,662
+298
| +0.8% | +$27.8K | 1.03% | 37 |
|
|
2025
Q2 | $3.25M | Sell |
35,364
-396
| -1% | -$35.6K | 1.06% | 38 |
|
|
2025
Q1 | $3.29M | Sell |
35,760
-578
| -2% | -$50K | 1.13% | 36 |
|
|
2024
Q4 | $3.02M | Sell |
36,338
-50
| -0.1% | -$4.39K | 1.02% | 38 |
|
|
2024
Q3 | $3.28M | Sell |
36,388
-205
| -0.6% | -$17.5K | 1.09% | 37 |
|
|
2024
Q2 | $2.84M | Sell |
36,593
-180
| -0.5% | -$13.6K | 1.02% | 40 |
|
|
2024
Q1 | $2.64M | Sell |
36,773
-765
| -2% | -$52.8K | 0.95% | 41 |
|
|
2023
Q4 | $2.63M | Sell |
37,538
-56
| -0.1% | -$3.85K | 1% | 41 |
|
|
2023
Q3 | $2.43M | Sell |
37,594
-30
| -0.1% | -$2.08K | 1.02% | 42 |
|
|
2023
Q2 | $2.64M | Sell |
37,624
-100
| -0.3% | -$7.17K | 1.06% | 40 |
|
|
2023
Q1 | $2.62M | Buy |
37,724
+500
| +1% | +$33.7K | 1.12% | 39 |
|
|
2022
Q4 | $2.5M | Buy |
37,224
+618
| +2% | +$41.3K | 1.09% | 39 |
|
|
2022
Q3 | $2.49M | Sell |
36,606
-255
| -0.7% | -$19.3K | 1.25% | 34 |
|
|
2022
Q2 | $2.65M | Sell |
36,861
-220
| -0.6% | -$16.2K | 1.26% | 33 |
|
|
2022
Q1 | $2.69M | Sell |
37,081
-46
| -0.1% | -$3.12K | 1.12% | 39 |
|
|
2021
Q4 | $2.51M | Buy |
37,127
+1,472
| +4% | +$93.8K | 1.03% | 41 |
|
|
2021
Q3 | $2.23M | Sell |
35,655
-93
| -0.3% | -$5.99K | 1% | 44 |
|
|
2021
Q2 | $2.25M | Sell |
35,748
-21
| -0.1% | -$1.34K | 1% | 45 |
|
|
2021
Q1 | $2.22M | Sell |
35,769
-70
| -0.2% | -$4.19K | 1.06% | 42 |
|
|
2020
Q4 | $2.2M | Sell |
35,839
-5,504
| -13% | -$331K | 1.14% | 40 |
|
|
2020
Q3 | $2.24M | Hold |
41,343
| – | – | 1.27% | 33 |
|
|
2020
Q2 | $2.14M | Sell |
41,343
-225
| -0.5% | -$12.5K | 1.29% | 30 |
|
|
2020
Q1 | $2.25M | Sell |
41,568
-250
| -0.6% | -$15.8K | 1.62% | 18 |
|
|
2019
Q4 | $2.62M | Sell |
41,818
-1,967
| -4% | -$122K | 1.49% | 21 |
|
|
2019
Q3 | $2.66M | Buy |
43,785
+4,761
| +12% | +$276K | 1.66% | 17 |
|
|
2019
Q2 | $2.16M | Buy |
39,024
+514
| +1% | +$27.5K | 1.68% | 17 |
|
|
2019
Q1 | $1.98M | Sell |
38,510
-337
| -0.9% | -$16.5K | 1.61% | 21 |
|
|
2018
Q4 | $1.71M | Sell |
38,847
-50
| -0.1% | -$2.27K | 1.52% | 21 |
|
|
2018
Q3 | $1.7M | Sell |
38,897
-1,916
| -5% | -$88.3K | 1.38% | 25 |
|
|
2018
Q2 | $1.89M | Sell |
40,813
-432
| -1% | -$19.3K | 1.63% | 22 |
|
|
2018
Q1 | $1.84M | Sell |
41,245
-150
| -0.4% | -$6.66K | 1.7% | 19 |
|
|
2017
Q4 | $1.99M | Buy |
41,395
+12,795
| +45% | +$652K | 1.8% | 17 |
|
|
2017
Q3 | $1.41M | Sell |
28,600
-12,830
| -31% | -$622K | 3.58% | 12 |
|
|
2017
Q2 | $1.98M | Sell |
41,430
-25
| -0.1% | -$1.25K | 1.99% | 15 |
|
|
2017
Q1 | $2.06M | Buy |
+41,455
| New | +$2.05M | 2.15% | 15 |
|
Other funds holding SO
Family Legacy Inc's SO Position: Q2 2026 in Review
Family Legacy Inc increased its Southern Company (SO) stake by 0.13% in Q2 2026, buying an estimated $4.52K and bringing the position to 36,742 shares worth $3.52M. The position accounts for 0.94% of the portfolio, ranked #39.
Family Legacy Inc first reported a position in SO in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.54M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Family Legacy Inc held 36,742 shares of Southern Company worth $3.52M as of Q2 2026.
- Family Legacy Inc bought 48 Southern Company shares in Q2 2026, an estimated $4.52K.
- Southern Company made up 0.94% of Family Legacy Inc's portfolio in Q2 2026, its #39 holding.
- Family Legacy Inc first reported a position in Southern Company in Q1 2017 and has held it in 38 quarters since.
- Family Legacy Inc's Southern Company position peaked at $3.54M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.