GSB Wealth Management’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 | $784K | Buy |
8,196
+5
| +0.1% | +$471 | 0.16% | 119 |
|
|
2026
Q1 | $791K | Buy |
8,191
+6
| +0.1% | +$555 | 0.18% | 114 |
|
|
2025
Q4 | $714K | Sell |
8,185
-5
| -0.1% | -$456 | 0.16% | 118 |
|
|
2025
Q3 | $776K | Sell |
8,190
-2,759
| -25% | -$258K | 0.18% | 113 |
|
|
2025
Q2 | $1.01M | Sell |
10,949
-695
| -6% | -$62.4K | 0.25% | 101 |
|
|
2025
Q1 | $1.07M | Buy |
11,644
+41
| +0.4% | +$3.55K | 0.28% | 99 |
|
|
2024
Q4 | $955K | Buy |
11,603
+10
| +0.1% | +$877 | 0.25% | 107 |
|
|
2024
Q3 | $1.05M | Sell |
11,593
-35
| -0.3% | -$2.99K | 0.27% | 104 |
|
|
2024
Q2 | $902K | Sell |
11,628
-23
| -0.2% | -$1.74K | 0.25% | 105 |
|
|
2024
Q1 | $836K | Sell |
11,651
-521
| -4% | -$36K | 0.24% | 110 |
|
|
2023
Q4 | $854K | Buy |
12,172
+6
| +0% | +$412 | 0.26% | 104 |
|
|
2023
Q3 | $787K | Sell |
12,166
-719
| -6% | -$49.9K | 0.26% | 104 |
|
|
2023
Q2 | $905K | Sell |
12,885
-1,121
| -8% | -$80.4K | 0.29% | 103 |
|
|
2023
Q1 | $975K | Sell |
14,006
-7,418
| -35% | -$499K | 0.32% | 101 |
|
|
2022
Q4 | $1.53M | Sell |
21,424
-7,219
| -25% | -$483K | 0.55% | 66 |
|
|
2022
Q3 | $1.95M | Sell |
28,643
-690
| -2% | -$52.3K | 0.71% | 46 |
|
|
2022
Q2 | $2.09M | Sell |
29,333
-595
| -2% | -$43.7K | 0.71% | 45 |
|
|
2022
Q1 | $2.17M | Sell |
29,928
-2,894
| -9% | -$196K | 0.63% | 49 |
|
|
2021
Q4 | $2.25M | Buy |
32,822
+442
| +1% | +$28.2K | 0.65% | 45 |
|
|
2021
Q3 | $2.01M | Sell |
32,380
-580
| -2% | -$37.3K | 1.03% | 26 |
|
|
2021
Q2 | $1.99M | Buy |
32,960
+216
| +0.7% | +$13.8K | 0.62% | 50 |
|
|
2021
Q1 | $2.04M | Buy |
32,744
+25,264
| +338% | +$1.51M | 0.68% | 45 |
|
|
2020
Q4 | $459K | Hold |
7,480
| – | – | 2.06% | 13 |
|
|
2020
Q3 | $406K | Hold |
7,480
| – | – | 1.85% | 12 |
|
|
2020
Q2 | $388K | Hold |
7,480
| – | – | 2.17% | 11 |
|
|
2020
Q1 | $405K | Hold |
7,480
| – | – | 2.96% | 8 |
|
|
2019
Q4 | $476K | Hold |
7,480
| – | – | 1.96% | 11 |
|
|
2019
Q3 | $462K | Hold |
7,480
| – | – | 2.25% | 10 |
|
|
2019
Q2 | $413K | Hold |
7,480
| – | – | 2.16% | 14 |
|
|
2019
Q1 | $387K | Hold |
7,480
| – | – | 1.66% | 21 |
|
|
2018
Q4 | $329K | Hold |
7,480
| – | – | 1.74% | 22 |
|
|
2018
Q3 | $326K | Hold |
7,480
| – | – | 1.34% | 29 |
|
|
2018
Q2 | $346K | Hold |
7,480
| – | – | 1.64% | 21 |
|
|
2018
Q1 | $334K | Hold |
7,480
| – | – | 1.61% | 24 |
|
|
2017
Q4 | $360K | Hold |
7,480
| – | – | 1.62% | 21 |
|
|
2017
Q3 | $368K | Hold |
7,480
| – | – | 1.74% | 18 |
|
|
2017
Q2 | $358K | Hold |
7,480
| – | – | 1.62% | 18 |
|
|
2017
Q1 | $372K | Hold |
7,480
| – | – | 1.58% | 22 |
|
|
2016
Q4 | $368K | Buy |
+7,480
| New | +$367K | 1.44% | 24 |
|
Other funds holding SO
GSB Wealth Management's SO Position: Q2 2026 in Review
GSB Wealth Management increased its Southern Company (SO) stake by 0.06% in Q2 2026, buying an estimated $471 and bringing the position to 8,196 shares worth $784K. The position accounts for 0.16% of the portfolio, ranked #119.
GSB Wealth Management first reported a position in SO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.25M in Q4 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- GSB Wealth Management held 8,196 shares of Southern Company worth $784K as of Q2 2026.
- GSB Wealth Management bought 5 Southern Company shares in Q2 2026, an estimated $471.
- Southern Company made up 0.16% of GSB Wealth Management's portfolio in Q2 2026, its #119 holding.
- GSB Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 39 quarters since.
- GSB Wealth Management's Southern Company position peaked at $2.25M in Q4 2021.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.