Larson Financial Group’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 | $1.82M | Buy |
19,041
+947
| +5% | +$89.2K | 0.05% | 269 |
|
|
2026
Q1 | $1.75M | Buy |
18,094
+2,346
| +15% | +$217K | 0.06% | 249 |
|
|
2025
Q4 | $1.37M | Sell |
15,748
-713
| -4% | -$65.1K | 0.05% | 277 |
|
|
2025
Q3 | $1.56M | Buy |
16,461
+4,866
| +42% | +$454K | 0.05% | 255 |
|
|
2025
Q2 | $1.06M | Buy |
11,595
+170
| +1% | +$15.3K | 0.04% | 284 |
|
|
2025
Q1 | $1.05M | Buy |
11,425
+1,231
| +12% | +$107K | 0.05% | 261 |
|
|
2024
Q4 | $839K | Buy |
10,194
+2,323
| +30% | +$204K | 0.04% | 271 |
|
|
2024
Q3 | $710K | Buy |
7,871
+4,373
| +125% | +$374K | 0.04% | 274 |
|
|
2024
Q2 | $271K | Buy |
3,498
+2,154
| +160% | +$163K | 0.02% | 387 |
|
|
2024
Q1 | $96.4K | Buy |
1,344
+350
| +35% | +$24.2K | 0.01% | 548 |
|
|
2023
Q4 | $69.7K | Buy |
994
+305
| +44% | +$20.9K | 0.01% | 560 |
|
|
2023
Q3 | $44.6K | Buy |
689
+265
| +63% | +$18.4K | ﹤0.01% | 643 |
|
|
2023
Q2 | $29.8K | Sell |
424
-61
| -13% | -$4.38K | ﹤0.01% | 647 |
|
|
2023
Q1 | $33.7K | Sell |
485
-322
| -40% | -$21.7K | ﹤0.01% | 626 |
|
|
2022
Q4 | $57.6K | Hold |
807
| – | – | 0.01% | 494 |
|
|
2022
Q3 | $55K | Hold |
807
| – | – | 0.01% | 454 |
|
|
2022
Q2 | $58K | Hold |
807
| – | – | 0.01% | 343 |
|
|
2022
Q1 | $58K | Hold |
807
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $55K | Hold |
807
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $50K | Buy |
807
+1
| +0.1% | +$64 | 0.01% | 299 |
|
|
2021
Q2 | $49K | Buy |
806
+67
| +9% | +$4.29K | 0.01% | 281 |
|
|
2021
Q1 | $46K | Buy |
739
+700
| +1,795% | +$41.9K | 0.01% | 274 |
|
|
2020
Q4 | $2K | Buy |
39
+28
| +255% | +$1.68K | ﹤0.01% | 652 |
|
|
2020
Q3 | $1K | Sell |
11
-214
| -95% | -$11.4K | ﹤0.01% | 686 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $12K | Buy |
225
+214
| +1,945% | +$13.6K | 0.01% | 274 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $1K | Sell |
11
-6
| -35% | -$321 | ﹤0.01% | 465 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 461 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$773 | ﹤0.01% | 441 |
|
Other funds holding SO
Larson Financial Group's SO Position: Q2 2026 in Review
Larson Financial Group increased its Southern Company (SO) stake by 5.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 19,041 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #269.
Larson Financial Group first reported a position in SO in Q4 2018 and has held it in 31 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Larson Financial Group held 19,041 shares of Southern Company worth $1.82M as of Q2 2026.
- Larson Financial Group bought 947 Southern Company shares in Q2 2026, an estimated $89.2K.
- Southern Company made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #269 holding.
- Larson Financial Group first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.