Allegheny Financial Group LTD Southern CO Transaction History

Allegheny Financial Group LTD

$459 Million
Q3 2025

A detailed history of Allegheny Financial Group LTD transactions in Southern CO stock. As of the latest transaction made, Allegheny Financial Group LTD holds 11,859 shares of SO stock, worth $1.07 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,859

Previous 11,877 0.15%

Holding current value

$1.07 Million

Previous $1.09 Million 3.03%

% of portfolio

0.24%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$90.83 - $96.0 $1,634 - $1,728	-18 Reduced 0.15%	11,859 $1.12 Million
Q2 2025 Aug 13, 2025	BUY	$84.91 - $92.56 $2,037 - $2,221	24 Added 0.2%	11,877 $1.09 Million
Q1 2025 May 13, 2025	SELL	$80.96 - $92.96 $7,205 - $8,273	-89 Reduced 0.75%	11,853 $1.09 Million
Q4 2024 Feb 14, 2025	BUY	$81.5 - $94.15 $2,445 - $2,824	30 Added 0.25%	11,942 $983,000
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $372,218 - $437,573	4,834 Added 68.3%	11,912 $1.07 Million

Q2 2024 Aug 01, 2024	BUY	$67.77 - $80.71 $6,505 - $7,748	96 Added 1.37%	7,078 $549,000
Q1 2024 May 07, 2024	BUY	$66.25 - $72.24 $66 - $72	1 Added 0.01%	6,982 $500,000
Q3 2023 Nov 14, 2023	SELL	$64.72 - $73.09 $104,522 - $118,040	-1,615 Reduced 18.79%	6,981 $451,000
Q2 2023 Aug 07, 2023	SELL	$68.97 - $75.66 $10,276 - $11,273	-149 Reduced 1.7%	8,596 $603,000
Q1 2023 May 05, 2023	BUY	$62.32 - $72.5 $623 - $725	10 Added 0.11%	8,745 $608,000
Q4 2022 Feb 08, 2023	BUY	$63.44 - $72.26 $10,404 - $11,850	164 Added 1.91%	8,735 $623,000
Q3 2022 Nov 01, 2022	BUY	$68.0 - $80.16 $3,400 - $4,008	50 Added 0.59%	8,571 $582,000
Q2 2022 Aug 11, 2022	BUY	$65.39 - $76.51 $3,334 - $3,902	51 Added 0.6%	8,521 $608,000
Q1 2022 May 11, 2022	BUY	$62.84 - $72.51 $3,581 - $4,133	57 Added 0.68%	8,470 $614,000
Q4 2021 Feb 09, 2022	BUY	$61.1 - $68.58 $3,604 - $4,046	59 Added 0.71%	8,413 $576,000
Q3 2021 Nov 05, 2021	BUY	$61.34 - $67.32 $3,373 - $3,702	55 Added 0.66%	8,354 $518,000
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $501,757 - $551,219	8,299 New	8,299 $502,000
Q1 2021 May 12, 2021	SELL	$56.72 - $62.32 $452,852 - $497,562	-7,984 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $436,086 - $512,333	7,984 New	7,984 $490,000

Others Institutions Holding SO

# of Institutions

2,541

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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegheny Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Allegheny Financial Group LTD with notifications on news.

Account

Allegheny Financial Group LTD Southern CO Transaction History