Lido 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 | $15.6M | Buy |
163,484
+59,481
| +57% | +$5.6M | 0.04% | 268 |
|
|
2026
Q1 | $10M | Buy |
104,003
+7,704
| +8% | +$713K | 0.03% | 318 |
|
|
2025
Q4 | $9.06M | Buy |
96,299
+1,202
| +1% | +$110K | 0.03% | 338 |
|
|
2025
Q3 | $9.01M | Buy |
95,097
+11,502
| +14% | +$1.07M | 0.03% | 325 |
|
|
2025
Q2 | $7.68M | Sell |
83,595
-1,347
| -2% | -$121K | 0.03% | 290 |
|
|
2025
Q1 | $7.81M | Buy |
84,942
+6,803
| +9% | +$589K | 0.04% | 267 |
|
|
2024
Q4 | $6.43M | Buy |
78,139
+1,030
| +1% | +$90.4K | 0.03% | 280 |
|
|
2024
Q3 | $6.95M | Sell |
77,109
-875
| -1% | -$74.7K | 0.03% | 263 |
|
|
2024
Q2 | $6.05M | Sell |
77,984
-11,326
| -13% | -$858K | 0.03% | 261 |
|
|
2024
Q1 | $6.41M | Buy |
89,310
+19,495
| +28% | +$1.35M | 0.04% | 245 |
|
|
2023
Q4 | $4.9M | Sell |
69,815
-2,370
| -3% | -$163K | 0.03% | 266 |
|
|
2023
Q3 | $4.67M | Sell |
72,185
-12,411
| -15% | -$861K | 0.04% | 251 |
|
|
2023
Q2 | $5.94M | Buy |
84,596
+11,850
| +16% | +$850K | 0.04% | 198 |
|
|
2023
Q1 | $5.06M | Buy |
72,746
+2,015
| +3% | +$136K | 0.05% | 206 |
|
|
2022
Q4 | $5.05M | Sell |
70,731
-12,139
| -15% | -$812K | 0.06% | 166 |
|
|
2022
Q3 | $5.63M | Buy |
82,870
+29,441
| +55% | +$2.23M | 0.07% | 135 |
|
|
2022
Q2 | $3.81M | Buy |
53,429
+8,201
| +18% | +$602K | 0.05% | 150 |
|
|
2022
Q1 | $3.28M | Buy |
45,228
+1,487
| +3% | +$101K | 0.04% | 190 |
|
|
2021
Q4 | $3M | Buy |
43,741
+579
| +1% | +$36.9K | 0.03% | 214 |
|
|
2021
Q3 | $2.67M | Buy |
43,162
+15,742
| +57% | +$1.01M | 0.04% | 231 |
|
|
2021
Q2 | $1.66M | Buy |
27,420
+1,327
| +5% | +$84.9K | 0.02% | 285 |
|
|
2021
Q1 | $1.62M | Buy |
26,093
+425
| +2% | +$25.4K | 0.03% | 256 |
|
|
2020
Q4 | $1.58M | Sell |
25,668
-45
| -0.2% | -$2.71K | 0.03% | 244 |
|
|
2020
Q3 | $1.39M | Buy |
25,713
+1,253
| +5% | +$67K | 0.04% | 208 |
|
|
2020
Q2 | $1.27M | Sell |
24,460
-1,241
| -5% | -$69K | 0.04% | 204 |
|
|
2020
Q1 | $1.39M | Buy |
25,701
+1,387
| +6% | +$87.9K | 0.06% | 180 |
|
|
2019
Q4 | $1.55M | Sell |
24,314
-18,326
| -43% | -$1.14M | 0.06% | 190 |
|
|
2019
Q3 | $2.63M | Buy |
42,640
+20,283
| +91% | +$1.18M | 0.13% | 105 |
|
|
2019
Q2 | $1.24M | Sell |
22,357
-3,132
| -12% | -$168K | 0.07% | 150 |
|
|
2019
Q1 | $1.32M | Buy |
25,489
+8,593
| +51% | +$421K | 0.09% | 143 |
|
|
2018
Q4 | $742K | Buy |
16,896
+2,320
| +16% | +$105K | 0.07% | 167 |
|
|
2018
Q3 | $635K | Buy |
14,576
+927
| +7% | +$42.7K | 0.06% | 191 |
|
|
2018
Q2 | $632K | Buy |
13,649
+609
| +5% | +$27.3K | 0.07% | 166 |
|
|
2018
Q1 | $582K | Buy |
13,040
+1,861
| +17% | +$82.6K | 0.08% | 164 |
|
|
2017
Q4 | $537K | Buy |
11,179
+310
| +3% | +$15.8K | 0.08% | 142 |
|
|
2017
Q3 | $567K | Buy |
10,869
+888
| +9% | +$43K | 0.09% | 132 |
|
|
2017
Q2 | $478K | Buy |
9,981
+51
| +0.5% | +$2.56K | 0.1% | 121 |
|
|
2017
Q1 | $497K | Sell |
9,930
-3,713
| -27% | -$183K | 0.14% | 103 |
|
|
2016
Q4 | $671K | Buy |
13,643
+3,985
| +41% | +$196K | 0.17% | 66 |
|
|
2016
Q3 | $495K | Buy |
9,658
+4,493
| +87% | +$237K | 0.15% | 67 |
|
|
2016
Q2 | $277K | Buy |
+5,165
| New | +$260K | 0.09% | 119 |
|
Other funds holding SO
Lido Advisors's SO Position: Q2 2026 in Review
Lido Advisors increased its Southern Company (SO) stake by 57% in Q2 2026, buying an estimated $5.6M and bringing the position to 163,484 shares worth $15.6M. The position accounts for 0.04% of the portfolio, ranked #268.
Lido Advisors first reported a position in SO in Q2 2016 and has held it in 41 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Lido Advisors held 163,484 shares of Southern Company worth $15.6M as of Q2 2026.
- Lido Advisors bought 59,481 Southern Company shares in Q2 2026, an estimated $5.6M.
- Southern Company made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #268 holding.
- Lido Advisors first reported a position in Southern Company in Q2 2016 and has held it in 41 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.