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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

SO holding history

Southern Co in every 13F filed by Signature Wealth Management Group, 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 Q1 2026 holdings

Shares (Q1 2026)
121,632
Value
$11.7M
% of portfolio
4.5%
Quarters held
20
Since Q1 2021
Holdings of SO by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026121,632$11.7M4.5%+490+0.4%AddedHolders
Q4 2025121,142$10.6M4.3%+1,120+0.9%AddedHolders
Q3 2025120,022$11.4M4.4%−987−0.8%ReducedHolders
Q2 2025121,009$11.1M4.4%−651−0.5%ReducedHolders
Q1 2025121,660$11.2M4.4%+1,586+1.3%AddedHolders
Q4 2024120,074$9.88M4.0%−4,249−3.4%ReducedHolders
Q3 2024124,323$11.2M4.5%−420.0%ReducedHolders
Q2 2024124,365$9.65M4.2%+3,094+2.6%AddedHolders
Q1 2024121,271$8.75M4.0%+1,148+1.0%AddedHolders
Q4 2023120,123$8.42M3.9%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 2023117,604$8.26M3.8%−1,441−1.2%ReducedHolders
Q1 2023119,045$8.28M3.9%+382+0.3%AddedHolders
Q4 2022118,663$8.47M4.1%+606+0.5%AddedHolders
Q3 2022118,057$8.03M4.1%−2,986−2.5%ReducedHolders
Q2 2022121,043$8.63M4.2%−4,262−3.4%ReducedHolders
Q1 2022125,305$9.09M4.1%+5,429+4.5%AddedHolders
Q4 2021119,876$8.22M4.1%+5,238+4.6%AddedHolders
Q3 2021114,638$7.10M3.9%−1,907−1.6%ReducedHolders
Q2 2021116,545$7.05M3.9%+14,510+14.2%AddedHolders
Q1 2021102,035$6.34M3.7%––Holders

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