Dynamic Advisor Solutions LLC
- SEC CIK
- 0001599747
SO holding history
SOUTHERN CO
Every 13F filing in which Dynamic Advisor Solutions LLC reported holding SO, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
SO overviewAll 13F holders of SOFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 89,321 | $8.55M | 0.24% | −6,567−6.8% | Reduced |
| Q1 2026 | 95,888 | $9.26M | 0.29% | +4,944+5.4% | Added |
| Q4 2025 | 90,944 | $7.93M | 0.25% | −3,601−3.8% | Reduced |
| Q3 2025 | 94,545 | $8.96M | 0.26% | +2,132+2.3% | Added |
| Q2 2025 | 92,413 | $8.49M | 0.26% | +2,350+2.6% | Added |
| Q1 2025 | 90,063 | $8.28M | 0.27% | +90,063 | New |
| Q4 2024 | 0 | $0 | 0.00% | −87,594−100.0% | Sold out |
| Q3 2024 | 87,594 | $7.9M | 0.24% | −3,003−3.3% | Reduced |
| Q2 2024 | 90,597 | $7.03M | 0.22% | +8,814+10.8% | Added |
| Q1 2024 | 81,783 | $5.87M | 0.20% | +5,098+6.6% | Added |
| Q4 2023 | 76,685 | $5.49M | 0.20% | +43,507+131.1% | Added |
| Q3 2023 | 33,178 | $2.15M | 0.10% | +5,387+19.4% | Added |
| Q2 2023 | 27,791 | $1.95M | 0.10% | −785−2.7% | Reduced |
| Q1 2023 | 28,576 | $1.99M | 0.12% | +1,938+7.3% | Added |
| Q4 2022 | 26,638 | $1.9M | 0.13% | +2,584+10.7% | Added |
| Q3 2022 | 24,054 | $1.64M | 0.12% | −1,962−7.5% | Reduced |
| Q2 2022 | 26,016 | $1.86M | 0.14% | −2,991−10.3% | Reduced |
| Q1 2022 | 29,007 | $2.1M | 0.15% | +4,657+19.1% | Added |
| Q4 2021 | 24,350 | $1.67M | 0.12% | +232+1.0% | Added |
| Q3 2021 | 24,118 | $1.5M | 0.11% | +1,807+8.1% | Added |
| Q2 2021 | 22,311 | $1.35M | 0.11% | −1,041−4.5% | Reduced |
| Q1 2021 | 23,352 | $1.45M | 0.13% | +23,352 | New |