Raffa Wealth Management’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 | $2.2K | Sell |
23
-59
| -72% | -$5.55K | ﹤0.01% | 812 |
|
|
2026
Q1 | $7.92K | Buy |
82
+33
| +67% | +$3.05K | ﹤0.01% | 441 |
|
|
2025
Q4 | $4.27K | Hold |
49
| – | – | ﹤0.01% | 546 |
|
|
2025
Q3 | $4.64K | Buy |
49
+30
| +158% | +$2.8K | ﹤0.01% | 502 |
|
|
2025
Q2 | $1.75K | Hold |
19
| – | – | ﹤0.01% | 725 |
|
|
2025
Q1 | $1.75K | Hold |
19
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $1.56K | Hold |
19
| – | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $1.71K | Hold |
19
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $1.47K | Hold |
19
| – | – | ﹤0.01% | 791 |
|
|
2024
Q1 | $1.36K | Hold |
19
| – | – | ﹤0.01% | 805 |
|
|
2023
Q4 | $1.33K | Hold |
19
| – | – | ﹤0.01% | 736 |
|
|
2023
Q3 | $1.23K | Hold |
19
| – | – | ﹤0.01% | 724 |
|
|
2023
Q2 | $1.33K | Hold |
19
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.32K | Hold |
19
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $1.36K | Hold |
19
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $1.29K | Hold |
19
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $1.35K | Hold |
19
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $1.38K | Hold |
19
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $1.3K | Hold |
19
| – | – | ﹤0.01% | 785 |
|
|
2021
Q3 | $1.18K | Hold |
19
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $1.15K | Hold |
19
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $1.18K | Buy |
+19
| New | +$1.14K | ﹤0.01% | 777 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$4.91K | – | 282 |
|
|
2017
Q3 | $4.91K | Hold |
100
| – | – | ﹤0.01% | 235 |
|
|
2017
Q2 | $4.79K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2017
Q1 | $4.98K | Sell |
100
-18
| -15% | -$890 | ﹤0.01% | 216 |
|
|
2016
Q4 | $5.8K | Hold |
118
| – | – | ﹤0.01% | 218 |
|
|
2016
Q3 | $6.05K | Buy |
118
+100
| +556% | +$5.27K | ﹤0.01% | 210 |
|
|
2016
Q2 | $965 | Hold |
18
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $931 | Hold |
18
| – | – | ﹤0.01% | 414 |
|
|
2015
Q4 | $842 | Hold |
18
| – | – | ﹤0.01% | 450 |
|
|
2015
Q3 | $805 | Hold |
18
| – | – | ﹤0.01% | 450 |
|
|
2015
Q2 | $754 | Hold |
18
| – | – | ﹤0.01% | 480 |
|
|
2015
Q1 | $797 | Hold |
18
| – | – | ﹤0.01% | 468 |
|
|
2014
Q4 | $884 | Hold |
18
| – | – | ﹤0.01% | 391 |
|
|
2014
Q3 | $786 | Buy |
+18
| New | +$791 | ﹤0.01% | 405 |
|
|
2014
Q1 | – | Sell |
-18
| Closed | -$884 | – | 661 |
|
|
2013
Q4 | $884 | Buy |
+18
| New | +$743 | ﹤0.01% | 391 |
|
Other funds holding SO
Raffa Wealth Management's SO Position: Q2 2026 in Review
Raffa Wealth Management reduced its Southern Company (SO) stake by 72% in Q2 2026, selling an estimated $5.55K and leaving 23 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #812.
Raffa Wealth Management first reported a position in SO in Q4 2013 and has held it in 36 quarters since. The position peaked at $7.92K in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Raffa Wealth Management held 23 shares of Southern Company worth $2.2K as of Q2 2026.
- Raffa Wealth Management sold 59 Southern Company shares in Q2 2026, an estimated $5.55K.
- Southern Company made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #812 holding.
- Raffa Wealth Management first reported a position in Southern Company in Q4 2013 and has held it in 36 quarters since.
- Raffa Wealth Management's Southern Company position peaked at $7.92K in Q1 2026.
- 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.