Doliver Advisors, LP Southern CO Transaction History

Doliver Advisors, LP

$340 Million
Q4 2024

A detailed history of Doliver Advisors, LP transactions in Southern CO stock. As of the latest transaction made, Doliver Advisors, LP holds 5,728 shares of SO stock, worth $497,247. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,728

Previous 5,648 1.42%

Holding current value

$497,247

Previous $509,000 7.47%

% of portfolio

0.14%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$81.5 - $94.15 $6,520 - $7,532	80 Added 1.42%	5,728 $471,000
Q3 2024 Oct 02, 2024	SELL	$77.0 - $90.52 $9,625 - $11,315	-125 Reduced 2.17%	5,648 $509,000
Q2 2024 Jul 12, 2024	BUY	$67.77 - $80.71 $5,082 - $6,053	75 Added 1.32%	5,773 $447,000
Q1 2024 Apr 12, 2024	SELL	$66.25 - $72.24 $14,575 - $15,892	-220 Reduced 3.72%	5,698 $408,000
Q4 2023 Jan 03, 2024	SELL	$62.71 - $73.08 $9,406 - $10,962	-150 Reduced 2.47%	5,918 $414,000
Q3 2023 Oct 10, 2023	BUY	$64.72 - $73.09 $6,472 - $7,309	100 Added 1.68%	6,068 $392,000
Q2 2023 Aug 07, 2023	SELL	$68.97 - $75.66 $2,207 - $2,421	-32 Reduced 0.53%	5,968 $419,000
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $124,640 - $145,000	2,000 Added 50.0%	6,000 $417,000
Q4 2022 Feb 07, 2023	BUY	$63.44 - $72.26 $253,760 - $289,040	4,000 New	4,000 $285,000
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $24,717 - $28,920	378 Added 7.38%	5,503 $392,000
Q1 2022 May 09, 2022	BUY	$62.84 - $72.51 $25,513 - $29,439	406 Added 8.6%	5,125 $372,000
Q4 2021 Feb 07, 2022	SELL	$61.1 - $68.58 $45,336 - $50,886	-742 Reduced 13.59%	4,719 $324,000
Q3 2021 Nov 03, 2021	SELL	$61.34 - $67.32 $8,832 - $9,694	-144 Reduced 2.57%	5,461 $338,000
Q2 2021 Aug 06, 2021	BUY	$60.46 - $66.42 $35,610 - $39,121	589 Added 11.74%	5,605 $339,000
Q1 2021 May 07, 2021	BUY	$56.72 - $62.32 $20,022 - $21,998	353 Added 7.57%	5,016 $312,000
Q4 2020 Feb 04, 2021	BUY	$54.62 - $64.17 $46,099 - $54,159	844 Added 22.1%	4,663 $286,000
Q3 2020 Nov 13, 2020	BUY	$51.56 - $55.78 $196,907 - $213,023	3,819 New	3,819 $207,000
Q3 2018 Nov 02, 2018	SELL	$42.66 - $49.08 $209,887 - $241,473	-4,920 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $13,459 - $14,679	315 Added 6.84%	4,920 $227,000
Q1 2018 May 08, 2018	BUY	$42.92 - $47.2 $197,646 - $217,356	4,605 New	4,605 $0

Others Institutions Holding SO

# of Institutions

2,272

Shares Held

717M

Call Options Held

4.73M

Put Options Held

3.51M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $94.5B
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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Doliver Advisors, LP Southern CO Transaction History