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Advantage Trust Co

SEC CIK
0002009346
Latest filing
Jul 17, 2026

SO holding history

Southern Co in every 13F filed by Advantage Trust Co, 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)
321
Value
$30.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of SO by Advantage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026321$30.7K<0.1%+300+1,428.6%AddedHolders
Q1 202621$2.03K<0.1%00.0%UnchangedHolders
Q4 202521$1.83K<0.1%−300−93.5%ReducedHolders
Q3 2025321$30.4K<0.1%00.0%UnchangedHolders
Q2 2025321$29.5K<0.1%+300+1,428.6%AddedHolders
Q1 202521$1.93K<0.1%−279−93.0%ReducedHolders
Q4 2024300$24.7K<0.1%00.0%UnchangedHolders
Q3 2024300$27.1K<0.1%00.0%UnchangedHolders
Q2 2024300$23.3K<0.1%00.0%UnchangedHolders
Q1 2024300$21.5K<0.1%00.0%UnchangedHolders
Q4 2023300$21.0K<0.1%–No prior filingHolders