LBMC Investment Advisors’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 | $1.76M | Sell |
18,350
-8,018
| -30% | -$755K | 0.1% | 85 |
|
|
2026
Q1 | $2.55M | Sell |
26,368
-1,450
| -5% | -$134K | 0.16% | 66 |
|
|
2025
Q4 | $2.43M | Sell |
27,818
-578
| -2% | -$52.8K | 0.15% | 65 |
|
|
2025
Q3 | $2.69M | Sell |
28,396
-873
| -3% | -$81.5K | 0.17% | 64 |
|
|
2025
Q2 | $2.69M | Sell |
29,269
-2,192
| -7% | -$197K | 0.19% | 57 |
|
|
2025
Q1 | $2.89M | Buy |
31,461
+7,933
| +34% | +$687K | 0.23% | 50 |
|
|
2024
Q4 | $1.94M | Buy |
23,528
+3
| +0% | +$263 | 0.15% | 55 |
|
|
2024
Q3 | $2.12M | Buy |
23,525
+3
| +0% | +$256 | 0.17% | 53 |
|
|
2024
Q2 | $1.82M | Buy |
23,522
+23
| +0.1% | +$1.74K | 0.16% | 55 |
|
|
2024
Q1 | $1.69M | Sell |
23,499
-1,112
| -5% | -$76.8K | 0.15% | 55 |
|
|
2023
Q4 | $1.73M | Sell |
24,611
-3,024
| -11% | -$208K | 0.16% | 46 |
|
|
2023
Q3 | $1.77M | Buy |
27,635
+25
| +0.1% | +$1.74K | 0.19% | 45 |
|
|
2023
Q2 | $1.94M | Buy |
27,610
+77
| +0.3% | +$5.52K | 0.19% | 41 |
|
|
2023
Q1 | $1.92M | Buy |
27,533
+311
| +1% | +$20.9K | 0.19% | 40 |
|
|
2022
Q4 | $1.94M | Buy |
27,222
+75
| +0.3% | +$5.01K | 0.21% | 35 |
|
|
2022
Q3 | $1.85M | Buy |
27,147
+21
| +0.1% | +$1.59K | 0.21% | 35 |
|
|
2022
Q2 | $1.93M | Buy |
27,126
+8,498
| +46% | +$624K | 0.21% | 35 |
|
|
2022
Q1 | $1.35M | Buy |
18,628
+23
| +0.1% | +$1.56K | 0.12% | 48 |
|
|
2021
Q4 | $1.28M | Buy |
18,605
+17,053
| +1,099% | +$1.09M | 0.11% | 50 |
|
|
2021
Q3 | $1.14M | Sell |
1,552
-16,235
| -91% | -$1.05M | 0.11% | 55 |
|
|
2021
Q2 | $1.08M | Buy |
17,787
+2,029
| +13% | +$130K | 0.1% | 57 |
|
|
2021
Q1 | $980K | Buy |
15,758
+100
| +0.6% | +$5.99K | 0.1% | 54 |
|
|
2020
Q4 | $962K | Buy |
15,658
+1,323
| +9% | +$79.5K | 0.11% | 47 |
|
|
2020
Q3 | $777K | Buy |
14,335
+2,229
| +18% | +$119K | 0.11% | 50 |
|
|
2020
Q2 | $628K | Sell |
12,106
-1,153
| -9% | -$64.1K | 0.1% | 49 |
|
|
2020
Q1 | $718K | Buy |
13,259
+256
| +2% | +$16.2K | 0.13% | 38 |
|
|
2019
Q4 | $828K | Buy |
13,003
+26
| +0.2% | +$1.61K | 0.12% | 41 |
|
|
2019
Q3 | $802K | Buy |
12,977
+27
| +0.2% | +$1.56K | 0.12% | 40 |
|
|
2019
Q2 | $716K | Buy |
12,950
+29
| +0.2% | +$1.55K | 0.11% | 45 |
|
|
2019
Q1 | $668K | Sell |
12,921
-1,844
| -12% | -$90.4K | 0.11% | 46 |
|
|
2018
Q4 | $648K | Sell |
14,765
-2,026
| -12% | -$92.1K | 0.12% | 45 |
|
|
2018
Q3 | $732K | Sell |
16,791
-2,511
| -13% | -$116K | 0.12% | 43 |
|
|
2018
Q2 | $894K | Buy |
19,302
+200
| +1% | +$8.95K | 0.15% | 38 |
|
|
2018
Q1 | $853K | Sell |
19,102
-310
| -2% | -$13.8K | 0.15% | 37 |
|
|
2017
Q4 | $934K | Buy |
19,412
+424
| +2% | +$21.6K | 0.15% | 38 |
|
|
2017
Q3 | $933K | Sell |
18,988
-787
| -4% | -$38.2K | 0.16% | 33 |
|
|
2017
Q2 | $947K | Buy |
19,775
+158
| +0.8% | +$7.92K | 0.17% | 30 |
|
|
2017
Q1 | $977K | Sell |
19,617
-61
| -0.3% | -$3.02K | 0.17% | 28 |
|
|
2016
Q4 | $968K | Sell |
19,678
-646
| -3% | -$31.7K | 0.18% | 30 |
|
|
2016
Q3 | $1.04M | Buy |
20,324
+2,447
| +14% | +$129K | 0.2% | 28 |
|
|
2016
Q2 | $959K | Buy |
17,877
+1,709
| +11% | +$85.9K | 0.19% | 29 |
|
|
2016
Q1 | $836K | Buy |
16,168
+648
| +4% | +$31.6K | 0.17% | 29 |
|
|
2015
Q4 | $726K | Buy |
15,520
+156
| +1% | +$7.07K | 0.16% | 31 |
|
|
2015
Q3 | $687K | Buy |
15,364
+5,163
| +51% | +$227K | 0.16% | 31 |
|
|
2015
Q2 | $427K | Sell |
10,201
-196
| -2% | -$8.54K | 0.09% | 40 |
|
|
2015
Q1 | $460K | Buy |
10,397
+2,133
| +26% | +$101K | 0.1% | 38 |
|
|
2014
Q4 | $406K | Hold |
8,264
| – | – | 0.09% | 40 |
|
|
2014
Q3 | $361K | Buy |
+8,264
| New | +$363K | 0.09% | 36 |
|
|
2013
Q4 | – | Sell |
-10,987
| Closed | -$452K | – | 54 |
|
|
2013
Q3 | $452K | Buy |
+10,987
| New | +$473K | 0.13% | 35 |
|
Other funds holding SO
LBMC Investment Advisors's SO Position: Q2 2026 in Review
LBMC Investment Advisors reduced its Southern Company (SO) stake by 30% in Q2 2026, selling an estimated $755K and leaving 18,350 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #85.
LBMC Investment Advisors first reported a position in SO in Q3 2013 and has held it in 49 quarters since. The position peaked at $2.89M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- LBMC Investment Advisors held 18,350 shares of Southern Company worth $1.76M as of Q2 2026.
- LBMC Investment Advisors sold 8,018 Southern Company shares in Q2 2026, an estimated $755K.
- Southern Company made up 0.1% of LBMC Investment Advisors's portfolio in Q2 2026, its #85 holding.
- LBMC Investment Advisors first reported a position in Southern Company in Q3 2013 and has held it in 49 quarters since.
- LBMC Investment Advisors's Southern Company position peaked at $2.89M in Q1 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.