Westside Investment 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 | $315K | Hold |
3,286
| – | – | 0.04% | 251 |
|
|
2026
Q1 | $318K | Sell |
3,286
-9
| -0.3% | -$833 | 0.05% | 235 |
|
|
2025
Q4 | $287K | Buy |
3,295
+9
| +0.3% | +$822 | 0.05% | 227 |
|
|
2025
Q3 | $311K | Buy |
3,286
+302
| +10% | +$28.2K | 0.05% | 223 |
|
|
2025
Q2 | $274K | Buy |
2,984
+302
| +11% | +$27.1K | 0.05% | 220 |
|
|
2025
Q1 | $247K | Hold |
2,682
| – | – | 0.05% | 213 |
|
|
2024
Q4 | $221K | Buy |
2,682
+229
| +9% | +$20.1K | 0.05% | 219 |
|
|
2024
Q3 | $221K | Hold |
2,453
| – | – | 0.05% | 223 |
|
|
2024
Q2 | $190K | Hold |
2,453
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $176K | Hold |
2,453
| – | – | 0.04% | 243 |
|
|
2023
Q4 | $172K | Hold |
2,453
| – | – | 0.04% | 226 |
|
|
2023
Q3 | $159K | Hold |
2,453
| – | – | 0.05% | 223 |
|
|
2023
Q2 | $172K | Sell |
2,453
-57
| -2% | -$4.09K | 0.05% | 219 |
|
|
2023
Q1 | $175K | Hold |
2,510
| – | – | 0.05% | 221 |
|
|
2022
Q4 | $179 | Hold |
2,510
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $170 | Hold |
2,510
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $178 | Hold |
2,510
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $182 | Buy |
2,510
+2,353
| +1,499% | +$159K | ﹤0.01% | 327 |
|
|
2021
Q4 | $10 | Hold |
157
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $9 | Hold |
157
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $9 | Hold |
157
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $9 | Hold |
157
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $9 | Hold |
157
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $8 | Sell |
157
-57
| -27% | -$3.05K | ﹤0.01% | 513 |
|
|
2020
Q2 | $11 | Hold |
214
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $11 | Buy |
+214
| New | +$13.6K | ﹤0.01% | 458 |
|
|
2019
Q2 | $11K | Buy |
+214
| New | +$11.5K | ﹤0.01% | 455 |
|
|
2018
Q4 | $12.9K | Sell |
294
-84
| -22% | -$3.82K | ﹤0.01% | 427 |
|
|
2018
Q3 | $16.3K | Sell |
378
-120
| -24% | -$5.53K | 0.01% | 396 |
|
|
2018
Q2 | $23.4K | Hold |
498
| – | – | 0.01% | 386 |
|
|
2018
Q1 | $22K | Sell |
498
-100
| -17% | -$4.44K | 0.01% | 371 |
|
|
2017
Q4 | $28.2K | Buy |
598
+84
| +16% | +$4.28K | 0.02% | 347 |
|
|
2017
Q3 | $25.5K | Hold |
514
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $24.3K | Hold |
514
| – | – | 0.02% | 354 |
|
|
2017
Q1 | $25.9K | Buy |
514
+80
| +18% | +$3.95K | 0.01% | 324 |
|
|
2016
Q4 | $21.2K | Buy |
+434
| New | +$21.3K | 0.01% | 276 |
|
Other funds holding SO
Westside Investment Management's SO Position: Q2 2026 in Review
Westside Investment Management held its Southern Company (SO) position steady in Q2 2026 at 3,286 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #251.
Westside Investment Management first reported a position in SO in Q4 2016 and has held it in 36 quarters since. The position peaked at $318K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Westside Investment Management held 3,286 shares of Southern Company worth $315K as of Q2 2026.
- Westside Investment Management left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #251 holding.
- Westside Investment Management first reported a position in Southern Company in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Southern Company position peaked at $318K in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.