IHT 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
Q1 | $5.03M | Buy |
52,118
+25,440
| +95% | +$2.35M | 0.12% | 190 |
|
|
2025
Q4 | $2.33M | Buy |
26,678
+1,232
| +5% | +$112K | 0.06% | 309 |
|
|
2025
Q3 | $2.41M | Buy |
25,446
+52
| +0.2% | +$4.85K | 0.06% | 292 |
|
|
2025
Q2 | $2.33M | Sell |
25,394
-774
| -3% | -$69.5K | 0.06% | 287 |
|
|
2025
Q1 | $2.41M | Buy |
26,168
+673
| +3% | +$58.3K | 0.08% | 248 |
|
|
2024
Q4 | $2.1M | Sell |
25,495
-2,544
| -9% | -$223K | 0.07% | 264 |
|
|
2024
Q3 | $2.53M | Buy |
28,039
+1,840
| +7% | +$157K | 0.07% | 266 |
|
|
2024
Q2 | $2.03M | Buy |
26,199
+965
| +4% | +$73.1K | 0.08% | 254 |
|
|
2024
Q1 | $1.81M | Buy |
25,234
+276
| +1% | +$19.1K | 0.07% | 275 |
|
|
2023
Q4 | $1.75M | Sell |
24,958
-30
| -0.1% | -$2.06K | 0.08% | 245 |
|
|
2023
Q3 | $1.62M | Buy |
24,988
+748
| +3% | +$51.9K | 0.08% | 237 |
|
|
2023
Q2 | $1.7M | Sell |
24,240
-1,605
| -6% | -$115K | 0.09% | 211 |
|
|
2023
Q1 | $1.8M | Buy |
25,845
+1,492
| +6% | +$100K | 0.1% | 197 |
|
|
2022
Q4 | $1.74M | Buy |
24,353
+5,220
| +27% | +$349K | 0.11% | 193 |
|
|
2022
Q3 | $1.3M | Buy |
19,133
+4,868
| +34% | +$369K | 0.1% | 229 |
|
|
2022
Q2 | $1.02M | Buy |
14,265
+226
| +2% | +$16.6K | 0.09% | 236 |
|
|
2022
Q1 | $1.02M | Buy |
14,039
+276
| +2% | +$18.7K | 0.08% | 253 |
|
|
2021
Q4 | $944K | Buy |
13,763
+2,639
| +24% | +$168K | 0.07% | 273 |
|
|
2021
Q3 | $689K | Sell |
11,124
-8,420
| -43% | -$542K | 0.06% | 330 |
|
|
2021
Q2 | $1.18M | Buy |
19,544
+851
| +5% | +$54.4K | 0.08% | 286 |
|
|
2021
Q1 | $1.16M | Buy |
18,693
+1,380
| +8% | +$82.6K | 0.08% | 245 |
|
|
2020
Q4 | $1.06M | Buy |
17,313
+1,276
| +8% | +$76.7K | 0.09% | 229 |
|
|
2020
Q3 | $870K | Buy |
16,037
+5,048
| +46% | +$270K | 0.09% | 240 |
|
|
2020
Q2 | $570K | Sell |
10,989
-5,662
| -34% | -$315K | 0.08% | 264 |
|
|
2020
Q1 | $901K | Buy |
16,651
+3,013
| +22% | +$191K | 0.13% | 178 |
|
|
2019
Q4 | $869K | Sell |
13,638
-235
| -2% | -$14.6K | 0.1% | 230 |
|
|
2019
Q3 | $857K | Buy |
13,873
+7,949
| +134% | +$461K | 0.12% | 206 |
|
|
2019
Q2 | $327K | Sell |
5,924
-2,877
| -33% | -$154K | 0.05% | 376 |
|
|
2019
Q1 | $455K | Sell |
8,801
-30
| -0.3% | -$1.47K | 0.08% | 282 |
|
|
2018
Q4 | $388K | Buy |
8,831
+16
| +0.2% | +$727 | 0.07% | 286 |
|
|
2018
Q3 | $384K | Buy |
8,815
+1,244
| +16% | +$57.3K | 0.08% | 275 |
|
|
2018
Q2 | $351K | Buy |
7,571
+2,893
| +62% | +$129K | 0.09% | 272 |
|
|
2018
Q1 | $207K | Sell |
4,678
-6,019
| -56% | -$267K | 0.06% | 339 |
|
|
2017
Q4 | $505K | Buy |
10,697
+7,415
| +226% | +$378K | 0.13% | 194 |
|
|
2017
Q3 | $163K | Sell |
3,282
-647
| -16% | -$31.4K | 0.07% | 284 |
|
|
2017
Q2 | $2 | Buy |
3,929
+1,648
| +72% | +$82.6K | ﹤0.01% | 1243 |
|
|
2017
Q1 | $115K | Buy |
2,281
+302
| +15% | +$14.9K | 0.08% | 259 |
|
|
2016
Q4 | $97K | Buy |
+1,979
| New | +$97.2K | 0.07% | 274 |
|
Other funds holding SO
VCM
VPM
IHT Wealth Management's SO Position: Q1 2026 in Review
IHT Wealth Management increased its Southern Company (SO) stake by 95% in Q1 2026, buying an estimated $2.35M and bringing the position to 52,118 shares worth $5.03M. The position accounts for 0.12% of the portfolio, ranked #190.
IHT Wealth Management first reported a position in SO in Q4 2016 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- IHT Wealth Management held 52,118 shares of Southern Company worth $5.03M as of Q1 2026.
- IHT Wealth Management bought 25,440 Southern Company shares in Q1 2026, an estimated $2.35M.
- Southern Company made up 0.12% of IHT Wealth Management's portfolio in Q1 2026, its #190 holding.
- IHT Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.