Atria Wealth Solutions, Inc. Southern CO Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Southern CO stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 34,506 shares of SO stock, worth $3.13 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

34,506

Previous 103,579 66.69%

Holding current value

$3.13 Million

Previous $9.52 Million 66.74%

% of portfolio

0.08%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$84.91 - $92.56 $5.86 Million - $6.39 Million	-69,073 Reduced 66.69%	34,506 $3.17 Million
Q1 2025 May 09, 2025	SELL	$80.96 - $92.96 $790,088 - $907,196	-9,759 Reduced 8.61%	103,579 $9.52 Million
Q4 2024 Jan 31, 2025	BUY	$81.5 - $94.15 $602,285 - $695,768	7,390 Added 6.98%	113,338 $9.33 Million
Q3 2024 Nov 08, 2024	BUY	$77.0 - $90.52 $173,943 - $204,484	2,259 Added 2.18%	105,948 $9.55 Million
Q2 2024 Jul 22, 2024	BUY	$67.77 - $80.71 $456,566 - $543,743	6,737 Added 6.95%	103,689 $8.04 Million

Q1 2024 May 13, 2024	BUY	$66.25 - $72.24 $567,232 - $618,518	8,562 Added 9.69%	96,952 $6.96 Million
Q4 2023 Feb 02, 2024	BUY	$62.71 - $73.08 $129,119 - $150,471	2,059 Added 2.39%	88,390 $6.2 Million
Q3 2023 Nov 08, 2023	BUY	$64.72 - $73.09 $488,377 - $551,537	7,546 Added 9.58%	86,331 $5.59 Million
Q2 2023 Aug 03, 2023	BUY	$68.97 - $75.66 $704,183 - $772,488	10,210 Added 14.89%	78,785 $5.53 Million
Q1 2023 Aug 22, 2023	SELL	$62.32 - $72.5 $406,824 - $473,280	-6,528 Reduced 8.29%	72,257 $5.03 Million
Q1 2023 Jun 14, 2023	SELL	$62.32 - $72.5 $229,462 - $266,945	-3,682 Reduced 5.1%	68,575 $4.77 Million
Q1 2023 May 10, 2023	BUY	$62.32 - $72.5 $106,816 - $124,265	1,714 Added 2.43%	72,257 $5.03 Million
Q4 2022 Aug 30, 2023	SELL	$63.44 - $72.26 $647,722 - $737,774	-10,210 Reduced 12.96%	68,575 $4.9 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $756,458 - $861,628	11,924 Added 20.34%	70,543 $5.04 Million
Q3 2022 Feb 13, 2023	SELL	$68.0 - $80.16 $1.01 Million - $1.19 Million	-14,792 Reduced 20.15%	58,619 $3.99 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $2.79 Million - $3.29 Million	41,090 Added 127.13%	73,411 $5.08 Million
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $1.03 Million - $1.21 Million	-15,818 Reduced 32.86%	32,321 $2.31 Million
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $3.03 Million - $3.49 Million	48,139 New	48,139 $3.49 Million

Others Institutions Holding SO

# of Institutions

2,537

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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Atria Wealth Solutions, Inc. Southern CO Transaction History