Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
SO holding history
Southern Co in every 13F filed by Joel Isaacson & Co., 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)
- 3,347
- Value
- $320.3K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,347 | $320.3K | <0.1% | −30−0.9% | Reduced | Holders |
| Q1 2026 | 3,377 | $325.9K | <0.1% | +59+1.8% | Added | Holders |
| Q4 2025 | 3,318 | $289.3K | <0.1% | +261+8.5% | Added | Holders |
| Q3 2025 | 3,057 | $289.7K | <0.1% | +15+0.5% | Added | Holders |
| Q2 2025 | 3,042 | $279.4K | <0.1% | +14+0.5% | Added | Holders |
| Q1 2025 | 3,028 | $278.4K | <0.1% | +78+2.6% | Added | Holders |
| Q4 2024 | 2,950 | $242.8K | <0.1% | +14+0.5% | Added | Holders |
| Q3 2024 | 2,936 | $264.8K | <0.1% | +14+0.5% | Added | Holders |
| Q2 2024 | 2,922 | $226.7K | <0.1% | +2,922 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −3,011−100.0% | Sold out | Holders |
| Q2 2023 | 3,011 | $211.5K | <0.1% | +16+0.5% | Added | Holders |
| Q1 2023 | 2,995 | $208.4K | <0.1% | +16+0.5% | Added | Holders |
| Q4 2022 | 2,979 | $212.7K | <0.1% | −1,259−29.7% | Reduced | Holders |
| Q3 2022 | 4,238 | $288.0K | <0.1% | −1,313−23.7% | Reduced | Holders |
| Q2 2022 | 5,551 | $396.0K | <0.1% | +14+0.3% | Added | Holders |
| Q1 2022 | 5,537 | $420.0K | <0.1% | +15+0.3% | Added | Holders |
| Q4 2021 | 5,522 | $379.0K | <0.1% | +1,501+37.3% | Added | Holders |
| Q3 2021 | 4,021 | $249.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 4,021 | $243.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 4,021 | $250.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.