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Second Half Financial Partners, LLC

SEC CIK
0001946654
Latest filing
Jul 16, 2026

SO holding history

Southern Co in every 13F filed by Second Half Financial Partners, 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)
3,723
Value
$356.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2022
Holdings of SO by Second Half Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,723$356.3K0.1%−26−0.7%ReducedHolders
Q1 20263,749$361.8K0.2%00.0%UnchangedHolders
Q4 20253,749$326.9K0.1%00.0%UnchangedHolders
Q3 20253,749$355.3K0.2%−12−0.3%ReducedHolders
Q2 20253,761$345.3K0.2%+3,761NewHolders
Q2 20240$00.0%−3,801−100.0%Sold outHolders
Q1 20243,801$272.7K0.1%+60+1.6%AddedHolders
Q4 20233,741$262.3K0.1%00.0%UnchangedHolders
Q3 20233,741$242.1K0.1%−787−17.4%ReducedHolders
Q2 20234,528$318.1K0.1%+813+21.9%AddedHolders
Q1 20233,715$258.5K0.2%00.0%UnchangedHolders
Q4 20223,715$251.4K0.2%+3,715NewHolders