Moisand Fitzgerald Tamayo’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 | $10.1K | Hold |
106
| – | – | ﹤0.01% | 370 |
|
|
2026
Q1 | $10.2K | Hold |
106
| – | – | ﹤0.01% | 343 |
|
|
2025
Q4 | $9.24K | Sell |
106
-511
| -83% | -$46.7K | ﹤0.01% | 356 |
|
|
2025
Q3 | $58.5K | Hold |
617
| – | – | 0.01% | 184 |
|
|
2025
Q2 | $56.7K | Hold |
617
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $56.7K | Hold |
617
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $50.8K | Hold |
617
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $55.6K | Sell |
617
-310
| -33% | -$26.5K | 0.01% | 186 |
|
|
2024
Q2 | $71.9K | Hold |
927
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $66.5K | Hold |
927
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $65K | Sell |
927
-595
| -39% | -$40.9K | 0.01% | 159 |
|
|
2023
Q3 | $98.5K | Buy |
1,522
+565
| +59% | +$39.2K | 0.02% | 128 |
|
|
2023
Q2 | $67.2K | Buy |
957
+503
| +111% | +$36.1K | 0.01% | 152 |
|
|
2023
Q1 | $31.6K | Hold |
454
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $32.4K | Buy |
454
+30
| +7% | +$2.01K | 0.01% | 206 |
|
|
2022
Q3 | $29K | Sell |
424
-181
| -30% | -$13.7K | 0.01% | 197 |
|
|
2022
Q2 | $43K | Hold |
605
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $44K | Sell |
605
-200
| -25% | -$13.5K | 0.02% | 107 |
|
|
2021
Q4 | $55K | Hold |
805
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $50K | Sell |
805
-152
| -16% | -$9.79K | 0.02% | 152 |
|
|
2021
Q2 | $58K | Hold |
957
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $59K | Buy |
957
+200
| +26% | +$12K | 0.03% | 119 |
|
|
2020
Q4 | $47K | Buy |
757
+287
| +61% | +$17.3K | 0.02% | 133 |
|
|
2020
Q3 | $25K | Hold |
470
| – | – | 0.01% | 151 |
|
|
2020
Q2 | $24K | Hold |
470
| – | – | 0.01% | 142 |
|
|
2020
Q1 | $25K | Hold |
470
| – | – | 0.02% | 139 |
|
|
2019
Q4 | $30K | Hold |
470
| – | – | 0.02% | 140 |
|
|
2019
Q3 | $29K | Hold |
470
| – | – | 0.02% | 141 |
|
|
2019
Q2 | $26K | Sell |
470
-150
| -24% | -$8.03K | 0.01% | 144 |
|
|
2019
Q1 | $32K | Buy |
620
+150
| +32% | +$7.35K | 0.02% | 139 |
|
|
2018
Q4 | $21K | Hold |
470
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $20K | Sell |
470
-60
| -11% | -$2.77K | 0.01% | 165 |
|
|
2018
Q2 | $25K | Hold |
530
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $24K | Sell |
530
-10
| -2% | -$444 | 0.01% | 155 |
|
|
2017
Q4 | $26K | Hold |
540
| – | – | 0.02% | 135 |
|
|
2017
Q3 | $27K | Buy |
+540
| New | +$26.2K | 0.02% | 145 |
|
|
2016
Q2 | – | Sell |
-1,110
| Closed | -$57K | – | 175 |
|
|
2016
Q1 | $57K | Sell |
1,110
-50
| -4% | -$2.44K | 0.05% | 91 |
|
|
2015
Q4 | $54K | Buy |
+1,160
| New | +$52.6K | 0.05% | 91 |
|
Other funds holding SO
Moisand Fitzgerald Tamayo's SO Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo held its Southern Company (SO) position steady in Q2 2026 at 106 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.
Moisand Fitzgerald Tamayo first reported a position in SO in Q4 2015 and has held it in 38 quarters since. The position peaked at $98.5K in Q3 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Moisand Fitzgerald Tamayo held 106 shares of Southern Company worth $10.1K as of Q2 2026.
- Moisand Fitzgerald Tamayo left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #370 holding.
- Moisand Fitzgerald Tamayo first reported a position in Southern Company in Q4 2015 and has held it in 38 quarters since.
- Moisand Fitzgerald Tamayo's Southern Company position peaked at $98.5K in Q3 2023.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.