IFG Advisory’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 | $172K | Sell |
1,785
-113,188
| -98% | -$10.5M | 0.49% | 40 |
|
|
2025
Q4 | $10M | Sell |
114,973
-711
| -0.6% | -$64.9K | 0.44% | 52 |
|
|
2025
Q3 | $11M | Buy |
115,684
+12,643
| +12% | +$1.18M | 0.5% | 45 |
|
|
2025
Q2 | $9.46M | Buy |
103,041
+2,819
| +3% | +$253K | 0.47% | 49 |
|
|
2025
Q1 | $9.22M | Buy |
100,222
+862
| +0.9% | +$74.6K | 0.51% | 44 |
|
|
2024
Q4 | $8.18M | Buy |
99,360
+5,096
| +5% | +$447K | 0.46% | 51 |
|
|
2024
Q3 | $8.5M | Buy |
94,264
+772
| +0.8% | +$65.9K | 0.54% | 44 |
|
|
2024
Q2 | $7.25M | Buy |
93,492
+3,995
| +4% | +$303K | 0.47% | 44 |
|
|
2024
Q1 | $6.42M | Buy |
89,497
+1,906
| +2% | +$132K | 0.48% | 48 |
|
|
2023
Q4 | $6.14M | Buy |
87,591
+1,436
| +2% | +$98.6K | 0.45% | 47 |
|
|
2023
Q3 | $5.58M | Buy |
86,155
+6,972
| +9% | +$484K | 0.47% | 46 |
|
|
2023
Q2 | $5.56M | Buy |
79,183
+2,410
| +3% | +$173K | 0.49% | 48 |
|
|
2023
Q1 | $5.34M | Buy |
76,773
+6,430
| +9% | +$433K | 0.5% | 42 |
|
|
2022
Q4 | $5.02M | Sell |
70,343
-361
| -0.5% | -$24.1K | 0.5% | 45 |
|
|
2022
Q3 | $4.81M | Sell |
70,704
-906
| -1% | -$68.6K | 0.44% | 49 |
|
|
2022
Q2 | $5.1M | Sell |
71,610
-950
| -1% | -$69.8K | 0.54% | 40 |
|
|
2022
Q1 | $5.26M | Buy |
72,560
+6,072
| +9% | +$411K | 0.53% | 38 |
|
|
2021
Q4 | $4.56M | Sell |
66,488
-1,600
| -2% | -$102K | 0.44% | 46 |
|
|
2021
Q3 | $4.22M | Buy |
68,088
+3,030
| +5% | +$195K | 0.45% | 44 |
|
|
2021
Q2 | $3.94M | Sell |
65,058
-1,143
| -2% | -$73.1K | 0.44% | 45 |
|
|
2021
Q1 | $4.12M | Buy |
66,201
+1,728
| +3% | +$103K | 0.51% | 41 |
|
|
2020
Q4 | $3.96M | Sell |
64,473
-2,947
| -4% | -$177K | 0.55% | 42 |
|
|
2020
Q3 | $3.65M | Buy |
67,420
+154
| +0.2% | +$8.23K | 0.59% | 34 |
|
|
2020
Q2 | $3.49M | Buy |
67,266
+13,111
| +24% | +$729K | 0.63% | 31 |
|
|
2020
Q1 | $2.93M | Buy |
54,155
+12,197
| +29% | +$773K | 0.65% | 33 |
|
|
2019
Q4 | $2.67M | Sell |
41,958
-7,084
| -14% | -$439K | 0.49% | 50 |
|
|
2019
Q3 | $3.03M | Sell |
49,042
-6,664
| -12% | -$386K | 0.59% | 36 |
|
|
2019
Q2 | $3.08M | Buy |
55,706
+3,212
| +6% | +$172K | 0.55% | 35 |
|
|
2019
Q1 | $2.71M | Buy |
52,494
+1,335
| +3% | +$65.4K | 0.52% | 37 |
|
|
2018
Q4 | $2.25M | Sell |
51,159
-868
| -2% | -$39.5K | 0.53% | 42 |
|
|
2018
Q3 | $2.27M | Sell |
52,027
-1,271
| -2% | -$58.6K | 0.43% | 50 |
|
|
2018
Q2 | $2.47M | Buy |
53,298
+480
| +0.9% | +$21.5K | 0.51% | 41 |
|
|
2018
Q1 | $2.36M | Buy |
52,818
+1,659
| +3% | +$73.7K | 0.52% | 39 |
|
|
2017
Q4 | $2.46M | Buy |
+51,159
| New | +$2.61M | 0.55% | 38 |
|
Other funds holding SO
VCM
VPM
IFG Advisory's SO Position: Q1 2026 in Review
IFG Advisory reduced its Southern Company (SO) stake by 98% in Q1 2026, selling an estimated $10.5M and leaving 1,785 shares worth $172K. The position accounts for 0.49% of the portfolio, ranked #40.
IFG Advisory first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $11M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- IFG Advisory held 1,785 shares of Southern Company worth $172K as of Q1 2026.
- IFG Advisory sold 113,188 Southern Company shares in Q1 2026, an estimated $10.5M.
- Southern Company made up 0.49% of IFG Advisory's portfolio in Q1 2026, its #40 holding.
- IFG Advisory first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Southern Company position peaked at $11M in Q3 2025.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.