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Livermore
Livermore
ZHEN

REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by REDW Wealth 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2022
Holdings of SO by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,094−100.0%Sold outHolders
Q3 20245,094$459.4K0.1%+37+0.7%AddedHolders
Q2 20245,057$392.3K0.1%+40+0.8%AddedHolders
Q1 20245,017$359.9K0.1%+45+0.9%AddedHolders
Q4 20234,972$348.7K0.1%−352−6.6%ReducedHolders
Q3 20235,324$344.6K0.1%+45+0.9%AddedHolders
Q2 20235,279$370.9K0.1%+43+0.8%AddedHolders
Q1 20235,236$364.3K0.1%00.0%UnchangedHolders
Q4 20225,236$373.9K0.1%00.0%UnchangedHolders
Q3 20225,236$356.0K0.1%00.0%UnchangedHolders
Q2 20225,236$373.0K0.1%00.0%UnchangedHolders
Q1 20225,236$380.0K0.1%+5,236NewHolders