Plimoth Trust’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 | $927K | Sell |
9,687
-25
| -0.3% | -$2.35K | 0.19% | 93 |
|
|
2026
Q1 | $937K | Buy |
9,712
+385
| +4% | +$35.6K | 0.21% | 93 |
|
|
2025
Q4 | $813K | Sell |
9,327
-360
| -4% | -$32.9K | 0.18% | 96 |
|
|
2025
Q3 | $918K | Sell |
9,687
-265
| -3% | -$24.7K | 0.21% | 90 |
|
|
2025
Q2 | $914K | Sell |
9,952
-60
| -0.6% | -$5.39K | 0.22% | 91 |
|
|
2025
Q1 | $921K | Sell |
10,012
-235
| -2% | -$20.3K | 0.24% | 88 |
|
|
2024
Q4 | $844K | Sell |
10,247
-135
| -1% | -$11.8K | 0.22% | 93 |
|
|
2024
Q3 | $936K | Buy |
10,382
+15
| +0.1% | +$1.28K | 0.24% | 90 |
|
|
2024
Q2 | $804K | Sell |
10,367
-365
| -3% | -$27.7K | 0.21% | 93 |
|
|
2024
Q1 | $770K | Sell |
10,732
-380
| -3% | -$26.2K | 0.21% | 97 |
|
|
2023
Q4 | $779K | Sell |
11,112
-30
| -0.3% | -$2.06K | 0.22% | 95 |
|
|
2023
Q3 | $721K | Hold |
11,142
| – | – | 0.23% | 96 |
|
|
2023
Q2 | $783K | Sell |
11,142
-430
| -4% | -$30.8K | 0.23% | 94 |
|
|
2023
Q1 | $805K | Sell |
11,572
-200
| -2% | -$13.5K | 0.25% | 94 |
|
|
2022
Q4 | $841K | Sell |
11,772
-185
| -2% | -$12.4K | 0.27% | 96 |
|
|
2022
Q3 | $813K | Sell |
11,957
-55
| -0.5% | -$4.17K | 0.28% | 93 |
|
|
2022
Q2 | $857K | Sell |
12,012
-620
| -5% | -$45.5K | 0.27% | 95 |
|
|
2022
Q1 | $916K | Sell |
12,632
-100
| -0.8% | -$6.77K | 0.24% | 105 |
|
|
2021
Q4 | $874K | Sell |
12,732
-180
| -1% | -$11.5K | 0.22% | 105 |
|
|
2021
Q3 | $801K | Sell |
12,912
-160
| -1% | -$10.3K | 0.23% | 107 |
|
|
2021
Q2 | $791K | Sell |
13,072
-3,070
| -19% | -$196K | 0.22% | 104 |
|
|
2021
Q1 | $1M | Sell |
16,142
-2,000
| -11% | -$120K | 0.3% | 88 |
|
|
2020
Q4 | $1.11M | Sell |
18,142
-1,460
| -7% | -$87.8K | 0.35% | 78 |
|
|
2020
Q3 | $1.06M | Buy |
19,602
+299
| +2% | +$16K | 0.36% | 80 |
|
|
2020
Q2 | $1M | Buy |
19,303
+710
| +4% | +$39.5K | 0.36% | 81 |
|
|
2020
Q1 | $1.01M | Buy |
18,593
+525
| +3% | +$33.3K | 0.42% | 72 |
|
|
2019
Q4 | $1.15M | Sell |
18,068
-225
| -1% | -$13.9K | 0.37% | 83 |
|
|
2019
Q3 | $1.13M | Sell |
18,293
-605
| -3% | -$35.1K | 0.37% | 86 |
|
|
2019
Q2 | $1.04M | Sell |
18,898
-485
| -3% | -$26K | 0.34% | 92 |
|
|
2019
Q1 | $1M | Buy |
19,383
+2,380
| +14% | +$117K | 0.33% | 91 |
|
|
2018
Q4 | $747K | Sell |
17,003
-135
| -0.8% | -$6.14K | 0.28% | 108 |
|
|
2018
Q3 | $747K | Sell |
17,138
-515
| -3% | -$23.7K | 0.24% | 113 |
|
|
2018
Q2 | $818K | Sell |
17,653
-370
| -2% | -$16.6K | 0.28% | 108 |
|
|
2018
Q1 | $805K | Sell |
18,023
-1,705
| -9% | -$75.7K | 0.28% | 105 |
|
|
2017
Q4 | $949K | Buy |
+19,728
| New | +$1.01M | 0.34% | 86 |
|
Other funds holding SO
Plimoth Trust's SO Position: Q2 2026 in Review
Plimoth Trust reduced its Southern Company (SO) stake by 0.26% in Q2 2026, selling an estimated $2.35K and leaving 9,687 shares worth $927K. The position accounts for 0.19% of the portfolio, ranked #93.
Plimoth Trust first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q4 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Plimoth Trust held 9,687 shares of Southern Company worth $927K as of Q2 2026.
- Plimoth Trust sold 25 Southern Company shares in Q2 2026, an estimated $2.35K.
- Southern Company made up 0.19% of Plimoth Trust's portfolio in Q2 2026, its #93 holding.
- Plimoth Trust first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
- Plimoth Trust's Southern Company position peaked at $1.15M in Q4 2019.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.