Affinity Wealth Management LLC Southern CO Transaction History

Affinity Wealth Management LLC

$658 Million
Q4 2025

A detailed history of Affinity Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Affinity Wealth Management LLC holds 9,151 shares of SO stock, worth $828,897. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,151

Previous 9,303 1.63%

Holding current value

$828,897

Previous $881,000 6.02%

% of portfolio

0.13%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$90.58 - $99.72 $13,768 - $15,157	-152 Reduced 1.63%	9,151 $828,000
Q3 2025 Nov 06, 2025	SELL	$90.83 - $96.0 $3,088 - $3,264	-34 Reduced 0.36%	9,303 $881,000
Q2 2025 Jul 15, 2025	BUY	$84.91 - $92.56 $5,349 - $5,831	63 Added 0.68%	9,337 $857,000
Q1 2025 Apr 11, 2025	SELL	$80.96 - $92.96 $2,833 - $3,253	-35 Reduced 0.38%	9,274 $852,000
Q3 2024 Oct 11, 2024	BUY	$77.0 - $90.52 $1,463 - $1,719	19 Added 0.2%	9,309 $839,000

Q2 2024 Jul 31, 2024	SELL	$67.77 - $80.71 $9,691 - $11,541	-143 Reduced 1.52%	9,290 $720,000
Q3 2023 Oct 24, 2023	BUY	$64.72 - $73.09 $1,100 - $1,242	17 Added 0.18%	9,433 $610,000
Q2 2023 Aug 14, 2023	BUY	$68.97 - $75.66 $284,777 - $312,400	4,129 Added 78.1%	9,416 $661,000
Q4 2022 Feb 09, 2023	SELL	$63.44 - $72.26 $12,688 - $14,452	-200 Reduced 3.64%	5,287 $377,000
Q4 2021 Feb 08, 2022	BUY	$61.1 - $68.58 $1,099 - $1,234	18 Added 0.33%	5,487 $377,000
Q3 2021 Nov 04, 2021	BUY	$61.34 - $67.32 $1,042 - $1,144	17 Added 0.31%	5,469 $338,000
Q2 2021 Aug 09, 2021	BUY	$60.46 - $66.42 $1,027 - $1,129	17 Added 0.31%	5,452 $343,000
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $103,778 - $121,923	1,900 Added 53.75%	5,435 $332,000
Q3 2020 Nov 16, 2020	BUY	$51.56 - $55.78 $182,264 - $197,182	3,535 New	3,535 $206,000
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $148,495 - $243,369	-3,435 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$54.84 - $61.98 $188,375 - $212,901	3,435 New	3,435 $212,000
Q1 2019 May 10, 2019	SELL	$43.72 - $52.53 $248,460 - $298,527	-5,683 Closed	0 $0
Q4 2018 May 09, 2019	BUY	$42.79 - $47.56 $42,875 - $47,655	1,002 Added 21.41%	5,683 $250,000
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $95 - $101	2 Added 0.04%	4,681 $230,000
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $224,217 - $236,944	4,679	4,679 $224,000

Others Institutions Holding SO

# of Institutions

2,542

Shares Held

782M

Call Options Held

4.68M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Affinity Wealth Management LLC Southern CO Transaction History