Pinnacle Bancorp’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 | $391K | Buy |
4,088
+190
| +5% | +$17.9K | 0.1% | 171 |
|
|
2026
Q1 | $376K | Hold |
3,898
| – | – | 0.11% | 160 |
|
|
2025
Q4 | $340K | Sell |
3,898
-60
| -2% | -$5.48K | 0.1% | 162 |
|
|
2025
Q3 | $375K | Buy |
3,958
+187
| +5% | +$17.5K | 0.11% | 154 |
|
|
2025
Q2 | $346K | Sell |
3,771
-260
| -6% | -$23.4K | 0.11% | 162 |
|
|
2025
Q1 | $371K | Buy |
4,031
+32
| +0.8% | +$2.77K | 0.12% | 148 |
|
|
2024
Q4 | $329K | Sell |
3,999
-110
| -3% | -$9.65K | 0.11% | 156 |
|
|
2024
Q3 | $371K | Sell |
4,109
-212
| -5% | -$18.1K | 0.1% | 141 |
|
|
2024
Q2 | $335K | Hold |
4,321
| – | – | 0.1% | 146 |
|
|
2024
Q1 | $310K | Hold |
4,321
| – | – | 0.09% | 154 |
|
|
2023
Q4 | $303K | Sell |
4,321
-60
| -1% | -$4.12K | 0.1% | 149 |
|
|
2023
Q3 | $284K | Hold |
4,381
| – | – | 0.1% | 146 |
|
|
2023
Q2 | $308K | Buy |
4,381
+123
| +3% | +$8.82K | 0.11% | 144 |
|
|
2023
Q1 | $296K | Hold |
4,258
| – | – | 0.11% | 140 |
|
|
2022
Q4 | $304K | Sell |
4,258
-87
| -2% | -$5.82K | 0.12% | 131 |
|
|
2022
Q3 | $295K | Hold |
4,345
| – | – | 0.13% | 118 |
|
|
2022
Q2 | $310K | Hold |
4,345
| – | – | 0.13% | 116 |
|
|
2022
Q1 | $315K | Buy |
4,345
+219
| +5% | +$14.8K | 0.11% | 127 |
|
|
2021
Q4 | $283K | Hold |
4,126
| – | – | 0.1% | 146 |
|
|
2021
Q3 | $256K | Hold |
4,126
| – | – | 0.1% | 152 |
|
|
2021
Q2 | $250K | Hold |
4,126
| – | – | 0.11% | 146 |
|
|
2021
Q1 | $256K | Buy |
4,126
+100
| +2% | +$5.99K | 0.12% | 140 |
|
|
2020
Q4 | $247K | Sell |
4,026
-150
| -4% | -$9.02K | 0.15% | 129 |
|
|
2020
Q3 | $226K | Sell |
4,176
-1,310
| -24% | -$70K | 0.16% | 121 |
|
|
2020
Q2 | $284K | Buy |
5,486
+1,315
| +32% | +$73.1K | 0.21% | 106 |
|
|
2020
Q1 | $226K | Buy |
4,171
+140
| +3% | +$8.87K | 0.19% | 112 |
|
|
2019
Q4 | $257K | Sell |
4,031
-150
| -4% | -$9.29K | 0.18% | 114 |
|
|
2019
Q3 | $258K | Hold |
4,181
| – | – | 0.15% | 107 |
|
|
2019
Q2 | $231K | Hold |
4,181
| – | – | 0.13% | 116 |
|
|
2019
Q1 | $216K | Sell |
4,181
-1,280
| -23% | -$62.7K | 0.13% | 123 |
|
|
2018
Q4 | $240K | Buy |
+5,461
| New | +$248K | 0.15% | 100 |
|
|
2017
Q1 | $360K | Buy |
+7,231
| New | +$357K | 0.25% | 65 |
|
Other funds holding SO
Pinnacle Bancorp's SO Position: Q2 2026 in Review
Pinnacle Bancorp increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 4,088 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #171.
Pinnacle Bancorp first reported a position in SO in Q1 2017 and has held it in 32 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Pinnacle Bancorp held 4,088 shares of Southern Company worth $391K as of Q2 2026.
- Pinnacle Bancorp bought 190 Southern Company shares in Q2 2026, an estimated $17.9K.
- Southern Company made up 0.1% of Pinnacle Bancorp's portfolio in Q2 2026, its #171 holding.
- Pinnacle Bancorp first reported a position in Southern Company in Q1 2017 and has held it in 32 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.