Toth Financial Advisory’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 | $134K | Sell |
1,397
-3
| -0.2% | -$282 | 0.01% | 267 |
|
|
2026
Q1 | $135K | Buy |
1,400
+3
| +0.2% | +$278 | 0.01% | 251 |
|
|
2025
Q4 | $122K | Buy |
1,397
+12
| +0.9% | +$1.1K | 0.01% | 246 |
|
|
2025
Q3 | $131K | Buy |
1,385
+4
| +0.3% | +$373 | 0.01% | 243 |
|
|
2025
Q2 | $127K | Sell |
1,381
-195
| -12% | -$17.5K | 0.01% | 227 |
|
|
2025
Q1 | $145K | Sell |
1,576
-97
| -6% | -$8.4K | 0.02% | 219 |
|
|
2024
Q4 | $138K | Buy |
1,673
+4
| +0.2% | +$351 | 0.02% | 214 |
|
|
2024
Q3 | $150K | Sell |
1,669
-47
| -3% | -$4.01K | 0.02% | 213 |
|
|
2024
Q2 | $133K | Buy |
1,716
+4
| +0.2% | +$303 | 0.02% | 222 |
|
|
2024
Q1 | $123K | Buy |
1,712
+5
| +0.3% | +$345 | 0.02% | 222 |
|
|
2023
Q4 | $120K | Sell |
1,707
-138
| -7% | -$9.48K | 0.02% | 228 |
|
|
2023
Q3 | $119K | Sell |
1,845
-602
| -25% | -$41.8K | 0.02% | 213 |
|
|
2023
Q2 | $172K | Buy |
2,447
+250
| +11% | +$17.9K | 0.02% | 204 |
|
|
2023
Q1 | $153K | Buy |
2,197
+5
| +0.2% | +$337 | 0.02% | 202 |
|
|
2022
Q4 | $157K | Buy |
2,192
+6
| +0.3% | +$401 | 0.03% | 200 |
|
|
2022
Q3 | $149K | Buy |
2,186
+4
| +0.2% | +$303 | 0.03% | 186 |
|
|
2022
Q2 | $156K | Sell |
2,182
-34
| -2% | -$2.5K | 0.03% | 185 |
|
|
2022
Q1 | $161K | Buy |
2,216
+43
| +2% | +$2.91K | 0.02% | 197 |
|
|
2021
Q4 | $149K | Sell |
2,173
-596
| -22% | -$38K | 0.02% | 217 |
|
|
2021
Q3 | $172K | Buy |
2,769
+554
| +25% | +$35.7K | 0.03% | 203 |
|
|
2021
Q2 | $134K | Buy |
2,215
+305
| +16% | +$19.5K | 0.02% | 203 |
|
|
2021
Q1 | $119K | Buy |
1,910
+204
| +12% | +$12.2K | 0.02% | 223 |
|
|
2020
Q4 | $105K | Buy |
1,706
+629
| +58% | +$37.8K | 0.02% | 217 |
|
|
2020
Q3 | $58K | Buy |
1,077
+5
| +0.5% | +$267 | 0.01% | 235 |
|
|
2020
Q2 | $56K | Buy |
1,072
+4
| +0.4% | +$222 | 0.01% | 220 |
|
|
2020
Q1 | $58K | Buy |
1,068
+4
| +0.4% | +$253 | 0.02% | 174 |
|
|
2019
Q4 | $68K | Buy |
1,064
+4
| +0.4% | +$248 | 0.01% | 198 |
|
|
2019
Q3 | $65K | Buy |
1,060
+4
| +0.4% | +$232 | 0.01% | 214 |
|
|
2019
Q2 | $58K | Buy |
1,056
+4
| +0.4% | +$214 | 0.01% | 216 |
|
|
2019
Q1 | $54K | Buy |
1,052
+377
| +56% | +$18.5K | 0.01% | 213 |
|
|
2018
Q4 | $30K | Hold |
675
| – | – | 0.01% | 215 |
|
|
2018
Q3 | $29K | Hold |
675
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $31K | Buy |
675
+100
| +17% | +$4.48K | 0.01% | 235 |
|
|
2018
Q1 | $26K | Hold |
575
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $28K | Buy |
+575
| New | +$29.3K | 0.01% | 251 |
|
Other funds holding SO
Toth Financial Advisory's SO Position: Q2 2026 in Review
Toth Financial Advisory reduced its Southern Company (SO) stake by 0.21% in Q2 2026, selling an estimated $282 and leaving 1,397 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #267.
Toth Financial Advisory first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $172K in Q3 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Toth Financial Advisory held 1,397 shares of Southern Company worth $134K as of Q2 2026.
- Toth Financial Advisory sold 3 Southern Company shares in Q2 2026, an estimated $282.
- Southern Company made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #267 holding.
- Toth Financial Advisory first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Southern Company position peaked at $172K in Q3 2021.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.