Field & Main Bank’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 | $980K | Sell |
10,150
-65
| -0.6% | -$6.01K | 0.29% | 75 |
|
|
2025
Q4 | $891K | Sell |
10,215
-85
| -0.8% | -$7.76K | 0.26% | 78 |
|
|
2025
Q3 | $976K | Hold |
10,300
| – | – | 0.29% | 75 |
|
|
2025
Q2 | $946K | Sell |
10,300
-205
| -2% | -$18.4K | 0.31% | 72 |
|
|
2025
Q1 | $966K | Sell |
10,505
-485
| -4% | -$42K | 0.34% | 72 |
|
|
2024
Q4 | $905K | Buy |
10,990
+740
| +7% | +$64.9K | 0.32% | 71 |
|
|
2024
Q3 | $924K | Buy |
10,250
+1,040
| +11% | +$88.8K | 0.33% | 73 |
|
|
2024
Q2 | $714K | Buy |
9,210
+660
| +8% | +$50K | 0.27% | 81 |
|
|
2024
Q1 | $613K | Buy |
8,550
+1,895
| +28% | +$131K | 0.24% | 85 |
|
|
2023
Q4 | $467K | Buy |
6,655
+805
| +14% | +$55.3K | 0.2% | 93 |
|
|
2023
Q3 | $379K | Buy |
5,850
+1,765
| +43% | +$122K | 0.18% | 103 |
|
|
2023
Q2 | $287K | Buy |
4,085
+530
| +15% | +$38K | 0.16% | 108 |
|
|
2023
Q1 | $247K | Buy |
3,555
+545
| +18% | +$36.7K | 0.15% | 113 |
|
|
2022
Q4 | $215K | Buy |
3,010
+175
| +6% | +$11.7K | 0.14% | 115 |
|
|
2022
Q3 | $193K | Sell |
2,835
-45
| -2% | -$3.41K | 0.13% | 119 |
|
|
2022
Q2 | $205K | Buy |
2,880
+270
| +10% | +$19.8K | 0.13% | 118 |
|
|
2022
Q1 | $189K | Buy |
2,610
+330
| +14% | +$22.3K | 0.11% | 114 |
|
|
2021
Q4 | $156K | Buy |
2,280
+75
| +3% | +$4.78K | 0.09% | 123 |
|
|
2021
Q3 | $137K | Buy |
2,205
+360
| +20% | +$23.2K | 0.09% | 122 |
|
|
2021
Q2 | $112K | Buy |
1,845
+645
| +54% | +$41.3K | 0.07% | 131 |
|
|
2021
Q1 | $75K | Buy |
1,200
+700
| +140% | +$41.9K | 0.05% | 134 |
|
|
2020
Q4 | $31K | Buy |
500
+200
| +67% | +$12K | 0.02% | 149 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $16K | Buy |
+300
| New | +$16.7K | 0.01% | 155 |
|
|
2019
Q4 | $25K | Sell |
400
-100
| -20% | -$6.2K | 0.02% | 165 |
|
|
2019
Q3 | $31K | Sell |
500
-400
| -44% | -$23.2K | 0.03% | 158 |
|
|
2019
Q2 | $50K | Hold |
900
| – | – | 0.05% | 149 |
|
|
2019
Q1 | $47K | Buy |
+900
| New | +$44.1K | 0.04% | 146 |
|
|
2018
Q3 | $39K | Hold |
900
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $44K | Hold |
900
| – | – | 0.04% | 160 |
|
|
2018
Q1 | $40K | Hold |
900
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $43K | Buy |
+900
| New | +$45.9K | 0.04% | 162 |
|
|
2015
Q2 | $26K | Hold |
615
| – | – | 0.02% | 153 |
|
|
2015
Q1 | $27K | Hold |
615
| – | – | 0.03% | 146 |
|
|
2014
Q4 | $30K | Buy |
615
+100
| +19% | +$4.72K | 0.03% | 141 |
|
|
2014
Q3 | $22K | Buy |
515
+75
| +17% | +$3.29K | 0.02% | 144 |
|
|
2014
Q2 | $20K | Hold |
440
| – | – | 0.02% | 152 |
|
|
2014
Q1 | $19K | Hold |
440
| – | – | 0.02% | 153 |
|
|
2013
Q4 | $18K | Buy |
+440
| New | +$18.2K | 0.02% | 157 |
|
Other funds holding SO
VCM
VPM
Field & Main Bank's SO Position: Q1 2026 in Review
Field & Main Bank reduced its Southern Company (SO) stake by 0.64% in Q1 2026, selling an estimated $6.01K and leaving 10,150 shares worth $980K. The position accounts for 0.29% of the portfolio, ranked #75.
Field & Main Bank first reported a position in SO in Q4 2013 and has held it in 39 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Field & Main Bank held 10,150 shares of Southern Company worth $980K as of Q1 2026.
- Field & Main Bank sold 65 Southern Company shares in Q1 2026, an estimated $6.01K.
- Southern Company made up 0.29% of Field & Main Bank's portfolio in Q1 2026, its #75 holding.
- Field & Main Bank first reported a position in Southern Company in Q4 2013 and has held it in 39 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Field & Main Bank's 13F filing for Q1 2026, filed 10 Apr 2026.