Horan Securities’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 | $234K | Buy |
2,546
+2
| +0.1% | +$180 | 0.08% | 129 |
|
|
2025
Q1 | $234K | Buy |
2,544
+2
| +0.1% | +$173 | 0.09% | 113 |
|
|
2024
Q4 | $209K | Sell |
2,542
-154
| -6% | -$13.5K | 0.08% | 127 |
|
|
2024
Q3 | $243K | Buy |
2,696
+3
| +0.1% | +$256 | 0.09% | 118 |
|
|
2024
Q2 | $209K | Buy |
+2,693
| New | +$204K | 0.09% | 114 |
|
|
2024
Q1 | – | Sell |
-3,186
| Closed | -$223K | – | 118 |
|
|
2023
Q4 | $223K | Buy |
+3,186
| New | +$219K | 0.11% | 102 |
|
|
2023
Q3 | – | Sell |
-3,978
| Closed | -$279K | – | 570 |
|
|
2023
Q2 | $279K | Buy |
3,978
+1,335
| +51% | +$95.7K | 0.12% | 90 |
|
|
2023
Q1 | $184K | Sell |
2,643
-115
| -4% | -$7.74K | 0.09% | 116 |
|
|
2022
Q4 | $197K | Buy |
2,758
+119
| +5% | +$7.96K | 0.11% | 94 |
|
|
2022
Q3 | $179K | Sell |
2,639
-387
| -13% | -$29.3K | 0.11% | 98 |
|
|
2022
Q2 | $217K | Buy |
3,026
+200
| +7% | +$14.7K | 0.13% | 87 |
|
|
2022
Q1 | $205K | Hold |
2,826
| – | – | 0.12% | 80 |
|
|
2021
Q4 | $194K | Buy |
+2,826
| New | +$180K | 0.12% | 87 |
|
|
2021
Q2 | $171K | Buy |
2,826
+389
| +16% | +$24.9K | 0.12% | 81 |
|
|
2021
Q1 | $151K | Hold |
2,437
| – | – | 0.13% | 62 |
|
|
2020
Q4 | $150K | Hold |
2,437
| – | – | 0.12% | 60 |
|
|
2020
Q3 | $132K | Hold |
2,437
| – | – | 0.13% | 54 |
|
|
2020
Q2 | $126K | Hold |
2,437
| – | – | 0.14% | 41 |
|
|
2020
Q1 | $132K | Buy |
+2,437
| New | +$154K | 0.18% | 39 |
|
|
2019
Q4 | – | Sell |
-2,437
| Closed | -$151K | – | 201 |
|
|
2019
Q3 | $151K | Hold |
2,437
| – | – | 0.17% | 40 |
|
|
2019
Q2 | $135K | Sell |
2,437
-102
| -4% | -$5.46K | 0.15% | 39 |
|
|
2019
Q1 | $131K | Hold |
2,539
| – | – | 0.14% | 39 |
|
|
2018
Q4 | $117K | Hold |
2,539
| – | – | 0.14% | 40 |
|
|
2018
Q3 | $114K | Hold |
2,539
| – | – | 0.11% | 38 |
|
|
2018
Q2 | $121K | Buy |
2,539
+919
| +57% | +$41.1K | 0.12% | 37 |
|
|
2018
Q1 | $71K | Hold |
1,620
| – | – | 0.06% | 44 |
|
|
2017
Q4 | $73K | Buy |
1,620
+172
| +12% | +$8.76K | 0.07% | 46 |
|
|
2017
Q3 | $73K | Hold |
1,448
| – | – | 0.07% | 43 |
|
|
2017
Q2 | $69K | Hold |
1,448
| – | – | 0.07% | 41 |
|
|
2017
Q1 | $72K | Buy |
+1,448
| New | +$71.6K | 0.08% | 42 |
|
|
2016
Q4 | – | Sell |
-1,448
| Closed | -$73K | – | 129 |
|
|
2016
Q3 | $73K | Buy |
+1,448
| New | +$76.3K | 0.1% | 36 |
|
Other funds holding SO
Horan Securities's SO Position: Q2 2025 in Review
Horan Securities increased its Southern Company (SO) stake by 0.08% in Q2 2025, buying an estimated $180 and bringing the position to 2,546 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #129.
Horan Securities first reported a position in SO in Q3 2016 and has held it in 31 quarters since. The position peaked at $279K in Q2 2023. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.
- Horan Securities held 2,546 shares of Southern Company worth $234K as of Q2 2025.
- Horan Securities bought 2 Southern Company shares in Q2 2025, an estimated $180.
- Southern Company made up 0.08% of Horan Securities's portfolio in Q2 2025, its #129 holding.
- Horan Securities first reported a position in Southern Company in Q3 2016 and has held it in 31 quarters since.
- Horan Securities's Southern Company position peaked at $279K in Q2 2023.
- 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.
Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.