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Livermore
Livermore
ZHEN

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

SO holding history

Southern Co in every 13F filed by Monte Financial Group, 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)
18,065
Value
$1.71M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of SO by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,065$1.71M0.5%00.0%UnchangedHolders
Q1 202618,065$1.74M0.6%00.0%UnchangedHolders
Q4 202518,065$1.58M0.6%00.0%UnchangedHolders
Q3 202518,065$1.71M0.6%00.0%UnchangedHolders
Q2 202518,065$1.66M0.6%00.0%UnchangedHolders
Q1 202518,065$1.66M0.7%00.0%UnchangedHolders
Q4 202418,065$1.49M0.6%00.0%UnchangedHolders
Q3 202418,065$1.63M0.7%00.0%UnchangedHolders
Q2 202418,065$1.40M0.6%00.0%UnchangedHolders
Q1 202418,065$1.30M0.6%−59−0.3%ReducedHolders
Q4 202318,124$1.27M0.6%00.0%UnchangedHolders
Q3 202318,124$1.17M0.6%−100−0.5%ReducedHolders
Q2 202318,224$1.28M0.6%−4,187−18.7%ReducedHolders
Q1 202322,411$1.56M0.8%00.0%UnchangedHolders
Q4 202222,411$1.60M0.8%−389−1.7%ReducedHolders
Q3 202222,800$1.55M0.9%−51,984−69.5%ReducedHolders
Q2 202274,784$5.33M3.1%−6,743−8.3%ReducedHolders
Q1 202281,527$5.91M3.1%+410+0.5%AddedHolders
Q4 202181,117$5.56M2.9%+14,194+21.2%AddedHolders
Q3 202166,923$4.15M2.4%−125−0.2%ReducedHolders
Q2 202167,048$4.06M2.3%+453+0.7%AddedHolders
Q1 202166,595$4.14M2.5%––Holders

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