Sowell Financial Services’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 | $2.3M | Sell |
24,007
-22
| -0.1% | -$2.07K | 0.08% | 289 |
|
|
2026
Q1 | $2.32M | Buy |
24,029
+1,961
| +9% | +$181K | 0.09% | 252 |
|
|
2025
Q4 | $1.92M | Buy |
22,068
+126
| +0.6% | +$11.5K | 0.07% | 288 |
|
|
2025
Q3 | $2.08M | Sell |
21,942
-206
| -0.9% | -$19.2K | 0.08% | 263 |
|
|
2025
Q2 | $2.03M | Sell |
22,148
-99
| -0.4% | -$8.89K | 0.08% | 261 |
|
|
2025
Q1 | $2.05M | Sell |
22,247
-7,962
| -26% | -$689K | 0.09% | 231 |
|
|
2024
Q4 | $2.49M | Buy |
30,209
+4,015
| +15% | +$352K | 0.13% | 173 |
|
|
2024
Q3 | $2.36M | Sell |
26,194
-2,429
| -8% | -$207K | 0.11% | 212 |
|
|
2024
Q2 | $2.22M | Sell |
28,623
-965
| -3% | -$73.1K | 0.11% | 197 |
|
|
2024
Q1 | $2.12M | Sell |
29,588
-2,637
| -8% | -$182K | 0.1% | 223 |
|
|
2023
Q4 | $2.26M | Buy |
32,225
+2,611
| +9% | +$179K | 0.12% | 185 |
|
|
2023
Q3 | $1.92M | Sell |
29,614
-3,974
| -12% | -$276K | 0.12% | 194 |
|
|
2023
Q2 | $2.36M | Buy |
33,588
+5,864
| +21% | +$421K | 0.13% | 179 |
|
|
2023
Q1 | $1.93M | Sell |
27,724
-2,396
| -8% | -$161K | 0.15% | 160 |
|
|
2022
Q4 | $2.15M | Buy |
30,120
+279
| +0.9% | +$18.7K | 0.14% | 174 |
|
|
2022
Q3 | $2.03M | Buy |
29,841
+4,597
| +18% | +$348K | 0.2% | 135 |
|
|
2022
Q2 | $1.8M | Buy |
25,244
+12,032
| +91% | +$883K | 0.17% | 117 |
|
|
2022
Q1 | $969K | Sell |
13,212
-15,501
| -54% | -$1.05M | 0.17% | 93 |
|
|
2021
Q4 | $1.97M | Sell |
28,713
-2,257
| -7% | -$144K | 0.11% | 195 |
|
|
2021
Q3 | $1.92M | Sell |
30,970
-925
| -3% | -$59.6K | 0.13% | 184 |
|
|
2021
Q2 | $1.93M | Sell |
31,895
-13,151
| -29% | -$841K | 0.13% | 194 |
|
|
2021
Q1 | $2.98M | Buy |
45,046
+5,919
| +15% | +$354K | 0.1% | 186 |
|
|
2020
Q4 | $2.4M | Buy |
39,127
+2,539
| +7% | +$153K | 0.1% | 179 |
|
|
2020
Q3 | $1.98M | Sell |
36,588
-1,985
| -5% | -$106K | 0.1% | 183 |
|
|
2020
Q2 | $2M | Buy |
38,573
+231
| +0.6% | +$12.8K | 0.11% | 174 |
|
|
2020
Q1 | $2.08M | Sell |
38,342
-8,132
| -17% | -$515K | 0.15% | 151 |
|
|
2019
Q4 | $2.96M | Buy |
46,474
+1,588
| +4% | +$98.4K | 0.23% | 96 |
|
|
2019
Q3 | $2.77M | Buy |
+44,886
| New | +$2.6M | 0.23% | 95 |
|
|
2019
Q1 | $1.84M | Buy |
35,681
+1,848
| +5% | +$90.6K | 0.21% | 112 |
|
|
2018
Q4 | $1.49M | Buy |
33,833
+358
| +1% | +$16.3K | 0.21% | 105 |
|
|
2018
Q3 | $1.46M | Buy |
+33,475
| New | +$1.54M | 0.21% | 87 |
|
Other funds holding SO
Sowell Financial Services's SO Position: Q2 2026 in Review
Sowell Financial Services reduced its Southern Company (SO) stake by 0.09% in Q2 2026, selling an estimated $2.07K and leaving 24,007 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #289.
Sowell Financial Services first reported a position in SO in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.98M in Q1 2021. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Sowell Financial Services held 24,007 shares of Southern Company worth $2.3M as of Q2 2026.
- Sowell Financial Services sold 22 Southern Company shares in Q2 2026, an estimated $2.07K.
- Southern Company made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #289 holding.
- Sowell Financial Services first reported a position in Southern Company in Q3 2018 and has held it in 31 quarters since.
- Sowell Financial Services's Southern Company position peaked at $2.98M in Q1 2021.
- 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.