Good Life Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
19,946
+337
| +2% | +$30.3K | 0.11% | 152 |
|
|
2025
Q1 | $1.8M | Sell |
19,609
-263
| -1% | -$22.8K | 0.13% | 142 |
|
|
2024
Q4 | $1.64M | Sell |
19,872
-787
| -4% | -$69K | 0.12% | 142 |
|
|
2024
Q3 | $1.86M | Sell |
20,659
-115
| -0.6% | -$9.82K | 0.11% | 150 |
|
|
2024
Q2 | $1.61M | Buy |
20,774
+564
| +3% | +$42.7K | 0.13% | 135 |
|
|
2024
Q1 | $1.45M | Buy |
20,210
+254
| +1% | +$17.5K | 0.13% | 128 |
|
|
2023
Q4 | $1.4M | Buy |
19,956
+149
| +0.8% | +$10.2K | 0.14% | 129 |
|
|
2023
Q3 | $1.28M | Buy |
19,807
+247
| +1% | +$17.1K | 0.15% | 128 |
|
|
2023
Q2 | $1.37M | Sell |
19,560
-118
| -0.6% | -$8.46K | 0.15% | 122 |
|
|
2023
Q1 | $1.37M | Buy |
19,678
+3,090
| +19% | +$208K | 0.17% | 113 |
|
|
2022
Q4 | $1.18M | Sell |
16,588
-381
| -2% | -$25.5K | 0.16% | 123 |
|
|
2022
Q3 | $1.15M | Sell |
16,969
-13
| -0.1% | -$985 | 0.17% | 114 |
|
|
2022
Q2 | $1.21M | Sell |
16,982
-361
| -2% | -$26.5K | 0.17% | 113 |
|
|
2022
Q1 | $1.26M | Buy |
17,343
+1,529
| +10% | +$104K | 0.16% | 110 |
|
|
2021
Q4 | $1.08M | Buy |
15,814
+72
| +0.5% | +$4.59K | 0.13% | 122 |
|
|
2021
Q3 | $976K | Buy |
15,742
+3,375
| +27% | +$217K | 0.13% | 124 |
|
|
2021
Q2 | $748K | Sell |
12,367
-1,095
| -8% | -$70K | 0.14% | 118 |
|
|
2021
Q1 | $836K | Sell |
13,462
-218
| -2% | -$13.1K | 0.17% | 113 |
|
|
2020
Q4 | $838K | Buy |
13,680
+46
| +0.3% | +$2.77K | 0.2% | 93 |
|
|
2020
Q3 | $739K | Sell |
13,634
-1,997
| -13% | -$107K | 0.2% | 93 |
|
|
2020
Q2 | $809K | Sell |
15,631
-188
| -1% | -$10.5K | 0.24% | 79 |
|
|
2020
Q1 | $855K | Sell |
15,819
-128
| -0.8% | -$8.11K | 0.31% | 77 |
|
|
2019
Q4 | $1.01M | Buy |
15,947
+880
| +6% | +$54.5K | 0.29% | 67 |
|
|
2019
Q3 | $930K | Buy |
15,067
+3
| +0% | +$174 | 0.29% | 65 |
|
|
2019
Q2 | $832K | Buy |
15,064
+1,813
| +14% | +$97.1K | 0.24% | 74 |
|
|
2019
Q1 | $679K | Buy |
13,251
+2,122
| +19% | +$104K | 0.2% | 89 |
|
|
2018
Q4 | $489K | Buy |
11,129
+1,329
| +14% | +$60.4K | 0.16% | 110 |
|
|
2018
Q3 | $424K | Sell |
9,800
-359
| -4% | -$16.5K | 0.12% | 135 |
|
|
2018
Q2 | $468K | Sell |
10,159
-1,365
| -12% | -$61.1K | 0.15% | 120 |
|
|
2018
Q1 | $507K | Sell |
11,524
-88
| -0.8% | -$3.91K | 0.17% | 100 |
|
|
2017
Q4 | $542K | Sell |
11,612
-170
| -1% | -$8.66K | 0.17% | 94 |
|
|
2017
Q3 | $583K | Sell |
11,782
-294
| -2% | -$14.3K | 0.22% | 76 |
|
|
2017
Q2 | $566K | Sell |
12,076
-858
| -7% | -$43K | 0.25% | 73 |
|
|
2017
Q1 | $650K | Buy |
12,934
+884
| +7% | +$43.7K | 0.31% | 58 |
|
|
2016
Q4 | $585K | Buy |
+12,050
| New | +$592K | 0.34% | 55 |
|
Other funds holding SO
BC
Good Life Advisors's SO Position: Q2 2025 in Review
Good Life Advisors increased its Southern Company (SO) stake by 1.7% in Q2 2025, buying an estimated $30.3K and bringing the position to 19,946 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #152.
Good Life Advisors first reported a position in SO in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.86M in Q3 2024. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.
- Good Life Advisors held 19,946 shares of Southern Company worth $1.83M as of Q2 2025.
- Good Life Advisors bought 337 Southern Company shares in Q2 2025, an estimated $30.3K.
- Southern Company made up 0.11% of Good Life Advisors's portfolio in Q2 2025, its #152 holding.
- Good Life Advisors first reported a position in Southern Company in Q4 2016 and has held it in 35 quarters since.
- Good Life Advisors's Southern Company position peaked at $1.86M in Q3 2024.
- 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.