Golden State Equity Partners Southern CO Transaction History

Golden State Equity Partners

$569 Million
Q3 2025

A detailed history of Golden State Equity Partners transactions in Southern CO stock. As of the latest transaction made, Golden State Equity Partners holds 8,269 shares of SO stock, worth $749,006. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,269

Previous 7,953 3.97%

Holding current value

$749,006

Previous $730,000 7.26%

% of portfolio

0.14%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$90.83 - $96.0 $28,702 - $30,336	316 Added 3.97%	8,269 $783,000
Q2 2025 Jul 14, 2025	BUY	$84.91 - $92.56 $5,264 - $5,738	62 Added 0.79%	7,953 $730,000
Q1 2025 Apr 23, 2025	SELL	$80.96 - $92.96 $295,342 - $339,118	-3,648 Reduced 31.61%	7,891 $725,000
Q4 2024 Jan 24, 2025	BUY	$81.5 - $94.15 $618,422 - $714,410	7,588 Added 192.05%	11,539 $949,000
Q3 2024 Oct 29, 2024	SELL	$77.0 - $90.52 $373,065 - $438,569	-4,845 Reduced 55.08%	3,951 $356,000

Q3 2024 Oct 25, 2024	SELL	$77.0 - $90.52 $304,689 - $358,187	-3,957 Reduced 31.03%	8,796 $793,000
Q2 2024 Jul 29, 2024	BUY	$67.77 - $80.71 $36,324 - $43,260	536 Added 4.39%	12,753 $989,000
Q4 2023 Feb 02, 2024	SELL	$62.71 - $73.08 $52,362 - $61,021	-835 Reduced 6.4%	12,217 $856,000
Q3 2023 Oct 20, 2023	BUY	$64.72 - $73.09 $17,344 - $19,588	268 Added 2.1%	13,052 $844,000
Q2 2023 Jul 19, 2023	BUY	$68.97 - $75.66 $571,209 - $626,616	8,282 Added 183.96%	12,784 $898,000
Q1 2023 Jun 01, 2023	SELL	$62.32 - $72.5 $3,116 - $3,625	-50 Reduced 1.1%	4,502 $313 Million
Q1 2022 May 18, 2022	BUY	$62.84 - $72.51 $286,047 - $330,065	4,552 New	4,552 $330,000
Q1 2022 May 16, 2022	SELL	$62.84 - $72.51 $290,886 - $335,648	-4,629 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$61.1 - $68.58 $56,334 - $63,230	-922 Reduced 16.61%	4,629 $317,000
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $340,498 - $373,693	5,551 New	5,551 $344,000

Others Institutions Holding SO

# of Institutions

2,535

Shares Held

783M

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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Southern CO Transaction History