Skip to main content

Cooper Financial Group

SEC CIK
0001751581
Latest filing
Jul 8, 2026

SO holding history

Southern Co in every 13F filed by Cooper Financial 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 Q2 2026 holdings

Shares (Q2 2026)
6,326
Value
$605.4K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of SO by Cooper Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,326$605.4K0.1%−237−3.6%ReducedHolders
Q1 20266,563$633.5K0.1%−7−0.1%ReducedHolders
Q4 20256,570$572.9K0.1%−462−6.6%ReducedHolders
Q3 20257,032$666.4K0.1%+2,079+42.0%AddedHolders
Q2 20254,953$454.8K0.1%+977+24.6%AddedHolders
Q1 20253,976$365.6K<0.1%+337+9.3%AddedHolders
Q4 20243,639$299.5K<0.1%+37+1.0%AddedHolders
Q3 20243,602$324.8K<0.1%+374+11.6%AddedHolders
Q2 20243,228$250.4K<0.1%−1,064−24.8%ReducedHolders
Q1 20244,292$307.9K0.1%−5−0.1%ReducedHolders
Q4 20234,297$301.3K0.1%−201−4.5%ReducedHolders
Q3 20234,498$291.1K0.1%−4,849−51.9%ReducedHolders
Q2 20239,347$656.6K0.2%−58−0.6%ReducedHolders
Q1 20239,405$654.4K0.2%−1,425−13.2%ReducedHolders
Q4 202210,830$773.4K0.2%−1,883−14.8%ReducedHolders
Q3 202212,713$864.0K0.3%−1,095−7.9%ReducedHolders
Q2 202213,808$985.0K0.4%+1,263+10.1%AddedHolders
Q1 202212,545$910.0K0.3%+8,459+207.0%AddedHolders
Q4 20214,086$280.0K0.1%+4+0.1%AddedHolders
Q3 20214,082$253.0K0.1%+4,082NewHolders