Heritage Wealth Advisors Southern CO Transaction History

Heritage Wealth Advisors

$2.19 Billion
Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Southern CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,229 shares of SO stock, worth $564,222. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,229

Previous 6,229 -0.0%

Holding current value

$564,222

Previous $572,000 3.15%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$84.91 - $92.56 $10,613 - $11,570	125 Added 2.05%	6,229 $572,000
Q1 2025 May 08, 2025	SELL	$80.96 - $92.96 $18,054 - $20,730	-223 Reduced 3.52%	6,104 $561,000
Q4 2024 Feb 11, 2025	BUY	$81.5 - $94.15 $12,469 - $14,404	153 Added 2.48%	6,327 $520,000
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $5,390 - $6,336	70 Added 1.15%	6,174 $556,000
Q2 2024 Aug 05, 2024	BUY	$67.77 - $80.71 $242,481 - $288,780	3,578 Added 141.65%	6,104 $473,000

Q1 2024 May 08, 2024	SELL	$66.25 - $72.24 $243,336 - $265,337	-3,673 Reduced 59.25%	2,526 $181,000
Q4 2023 Feb 09, 2024	BUY	$62.71 - $73.08 $5,957 - $6,942	95 Added 1.56%	6,199 $434,000
Q3 2023 Dec 12, 2024	SELL	$64.72 - $73.09 $38,832 - $43,854	-600 Reduced 8.95%	6,104 $395,000
Q3 2023 Nov 08, 2023	SELL	$64.72 - $73.09 $38,832 - $43,854	-600 Reduced 8.95%	6,104 $395,000
Q2 2023 Dec 12, 2024	BUY	$68.97 - $75.66 $36,554 - $40,099	530 Added 8.58%	6,704 $470,000
Q2 2023 Aug 09, 2023	SELL	$68.97 - $75.66 $5,586 - $6,128	-81 Reduced 1.19%	6,704 $470,000
Q1 2023 May 04, 2023	BUY	$62.32 - $72.5 $170,320 - $198,142	2,733 Added 67.45%	6,785 $472,000
Q3 2022 Dec 12, 2024	SELL	$68.0 - $80.16 $144,296 - $170,099	-2,122 Reduced 34.37%	4,052 $275,000
Q2 2022 Aug 04, 2022	BUY	$65.39 - $76.51 $39,234 - $45,906	600 Added 17.38%	4,052 $289,000
Q4 2021 Feb 02, 2022	SELL	$61.1 - $68.58 $12,220 - $13,716	-200 Reduced 5.48%	3,452 $236,000
Q2 2021 Aug 09, 2021	SELL	$60.46 - $66.42 $14,933 - $16,405	-247 Reduced 6.33%	3,652 $220,000
Q2 2021 Jul 27, 2021	BUY	$60.46 - $66.42 $19,830 - $21,785	328 Added 9.19%	3,899 $240,000
Q1 2021 Apr 27, 2021	SELL	$56.72 - $62.32 $18,604 - $20,440	-328 Reduced 8.41%	3,571 $221,000
Q4 2020 Feb 01, 2021	BUY	$54.62 - $64.17 $14,965 - $17,582	274 Added 7.56%	3,899 $240,000
Q2 2020 Jul 17, 2020	BUY	$50.14 - $60.33 $162,102 - $195,046	3,233 Added 824.74%	3,625 $187,000
Q2 2020 Jul 17, 2020	SELL	$50.14 - $60.33 $162,102 - $195,046	-3,233 Reduced 89.19%	392 $187,000
Q1 2020 May 05, 2020	SELL	$43.23 - $70.85 $106,389 - $174,361	-2,461 Reduced 40.44%	3,625 $196,000
Q4 2019 Feb 04, 2020	BUY	$60.33 - $63.86 $35,353 - $37,421	586 Added 10.65%	6,086 $387,000
Q1 2019 May 06, 2019	BUY	$43.72 - $52.53 $87,440 - $105,060	2,000 Added 57.14%	5,500 $0
Q3 2018 Nov 14, 2018	BUY	$42.66 - $49.08 $149,310 - $171,780	3,500 New	3,500 $152,000

Others Institutions Holding SO

# of Institutions

2,537

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

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Heritage Wealth Advisors Southern CO Transaction History