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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

SO holding history

Southern Co in every 13F filed by Affinity Wealth Management LLC, 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)
9,169
Value
$877.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,169$877.6K0.1%+18+0.2%AddedHolders
Q1 20269,151$883.3K0.1%00.0%UnchangedHolders
Q4 20259,151$798.0K0.1%−152−1.6%ReducedHolders
Q3 20259,303$881.6K0.1%−34−0.4%ReducedHolders
Q2 20259,337$857.4K0.1%+63+0.7%AddedHolders
Q1 20259,274$852.7K0.2%−35−0.4%ReducedHolders
Q4 20249,309$766.3K0.1%00.0%UnchangedHolders
Q3 20249,309$839.5K0.1%+19+0.2%AddedHolders
Q2 20249,290$720.6K0.1%−143−1.5%ReducedHolders
Q1 20249,433$676.7K0.1%00.0%UnchangedHolders
Q4 20239,433$661.4K0.1%00.0%UnchangedHolders
Q3 20239,433$610.5K0.1%+17+0.2%AddedHolders
Q2 20239,416$661.5K0.2%+4,129+78.1%AddedHolders
Q1 20235,287$367.9K0.1%00.0%UnchangedHolders
Q4 20225,287$377.5K0.1%−200−3.6%ReducedHolders
Q3 20225,487$373.0K0.1%00.0%UnchangedHolders
Q2 20225,487$390.0K0.1%00.0%UnchangedHolders
Q1 20225,487$416.0K0.1%00.0%UnchangedHolders
Q4 20215,487$377.0K0.1%+18+0.3%AddedHolders
Q3 20215,469$338.0K0.1%+17+0.3%AddedHolders
Q2 20215,452$343.0K0.1%+17+0.3%AddedHolders
Q1 20215,435$357.0K0.1%––Holders

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