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Livermore
Livermore
ZHEN

Benedict Financial Advisors Inc

SEC CIK
0000711089
Latest filing
Jul 16, 2026

SO holding history

Southern Co in every 13F filed by Benedict Financial Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
21,322
Value
$2.04M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of SO by Benedict Financial Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,322$2.04M0.4%−143−0.7%ReducedHolders
Q1 202621,465$2.07M0.4%−40.0%ReducedHolders
Q4 202521,469$1.87M0.4%+638+3.1%AddedHolders
Q3 202520,831$1.97M0.4%+130+0.6%AddedHolders
Q2 202520,701$1.90M0.4%+90.0%AddedHolders
Q1 202520,692$1.90M0.4%+21+0.1%AddedHolders
Q4 202420,671$1.70M0.4%+2,747+15.3%AddedHolders
Q3 202417,924$1.62M0.4%+186+1.0%AddedHolders
Q2 202417,738$1.38M0.3%+21+0.1%AddedHolders
Q1 202417,717$1.27M0.3%−40.0%ReducedHolders
Q4 202317,721$1.24M0.3%−70.0%ReducedHolders
Q3 202317,728$1.15M0.3%−50.0%ReducedHolders
Q2 202317,733$1.25M0.3%−24−0.1%ReducedHolders
Q1 202317,757$1.24M0.3%+808+4.8%AddedHolders
Q4 202216,949$1.21M0.4%+245+1.5%AddedHolders
Q3 202216,704$1.14M0.4%−53−0.3%ReducedHolders
Q2 202216,757$1.20M0.4%−190−1.1%ReducedHolders
Q1 202216,947$1.23M0.3%+208+1.2%AddedHolders
Q4 202116,739$1.15M0.3%−276−1.6%ReducedHolders
Q3 202117,015$1.05M0.3%+1,640+10.7%AddedHolders
Q2 202115,375$930.0K0.3%+72+0.5%AddedHolders
Q1 202115,303$951.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.