Greystone Financial Group, LLC

SEC CIK: 0001845302
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Greystone 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 overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 5; Since Q1 2021

Holdings of SO by Greystone Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−117,810−100.0%	Sold out	Holders
Q1 2022	117,810	$8.54M	2.2%	+2,850+2.5%	Added	Holders
Q4 2021	114,960	$7.88M	1.9%	+27,226+31.0%	Added	Holders
Q3 2021	87,734	$5.44M	1.6%	−21,932−20.0%	Reduced	Holders
Q2 2021	109,666	$6.64M	1.6%	+896+0.8%	Added	Holders
Q1 2021	108,770	$7.16M	1.8%	–	–	Holders

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