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Greenfield Savings Bank’s Southern Company SO Stock Holding History

Greenfield Savings Bank’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,389
Closed -$229K – 150
2026
Q2 		$229K Hold
2,389
– – 0.09% 140
2026
Q1 		$231K Hold
2,389
– – 0.1% 135
2025
Q4 		$208K Hold
2,389
– – 0.09% 140
2025
Q3 		$226K Buy
2,389
+8
+0.3% +$747 0.1% 141
2025
Q2 		$219K Sell
2,381
-120
-5% -$10.8K 0.1% 140
2025
Q1 		$230K Hold
2,501
– – 0.11% 137
2024
Q4 		$206K Hold
2,501
– – 0.1% 146
2024
Q3 		$226K Sell
2,501
-573
-19% -$48.9K 0.11% 140
2024
Q2 		$238K Buy
3,074
+76
+3% +$5.76K 0.12% 132
2024
Q1 		$215K Sell
2,998
-537
-15% -$37.1K 0.11% 143
2023
Q4 		$248K Sell
3,535
-116
-3% -$7.97K 0.14% 124
2023
Q3 		$236K Hold
3,651
– – 0.15% 125
2023
Q2 		$256K Buy
3,651
+359
+11% +$25.7K 0.17% 112
2023
Q1 		$229K Buy
+3,292
New +$222K 0.15% 126

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Greenfield Savings Bank's SO Position: Q3 2026 in Review

Greenfield Savings Bank sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,389 shares — an estimated $229K sold.

Greenfield Savings Bank first reported a position in SO in Q1 2023 and held it in 14 quarters. The position peaked at $256K in Q2 2023. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Greenfield Savings Bank reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Greenfield Savings Bank sold 2,389 Southern Company shares in Q3 2026, an estimated $229K.
  • Greenfield Savings Bank first reported a position in Southern Company in Q1 2023 and held it in 14 quarters.
  • Greenfield Savings Bank's Southern Company position peaked at $256K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.