Lido Advisors, LLC Southern CO Transaction History

Lido Advisors, LLC

$31.4 Billion
Q3 2025

A detailed history of Lido Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Lido Advisors, LLC holds 95,097 shares of SO stock, worth $8.61 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

95,097

Previous 83,595 13.76%

Holding current value

$8.61 Million

Previous $7.68 Million 17.4%

% of portfolio

0.03%

Previous 0.03%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$90.83 - $96.0 $1.04 Million - $1.1 Million	11,502 Added 13.76%	95,097 $9.01 Million
Q2 2025 Aug 13, 2025	SELL	$84.91 - $92.56 $114,373 - $124,678	-1,347 Reduced 1.59%	83,595 $7.68 Million
Q1 2025 May 15, 2025	BUY	$80.96 - $92.96 $550,770 - $632,406	6,803 Added 8.71%	84,942 $7.81 Million
Q4 2024 Feb 14, 2025	BUY	$81.5 - $94.15 $83,945 - $96,974	1,030 Added 1.34%	78,139 $6.43 Million
Q3 2024 Nov 14, 2024	SELL	$77.0 - $90.52 $67,375 - $79,205	-875 Reduced 1.12%	77,109 $6.95 Million

Q2 2024 Aug 14, 2024	SELL	$67.77 - $80.71 $767,563 - $914,121	-11,326 Reduced 12.68%	77,984 $6.05 Million
Q1 2024 May 15, 2024	BUY	$66.25 - $72.24 $1.29 Million - $1.41 Million	19,495 Added 27.92%	89,310 $6.41 Million
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $148,622 - $173,199	-2,370 Reduced 3.28%	69,815 $4.9 Million
Q3 2023 Nov 14, 2023	SELL	$64.72 - $73.09 $803,239 - $907,119	-12,411 Reduced 14.67%	72,185 $4.67 Million
Q2 2023 Aug 09, 2023	BUY	$68.97 - $75.66 $817,294 - $896,571	11,850 Added 16.29%	84,596 $5.94 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $125,574 - $146,087	2,015 Added 2.85%	72,746 $5.06 Million
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $770,098 - $877,164	-12,139 Reduced 14.65%	70,731 $5.05 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $2 Million - $2.36 Million	29,441 Added 55.1%	82,870 $5.64 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $536,263 - $627,458	8,201 Added 18.13%	53,429 $3.81 Million
Q1 2022 May 17, 2022	BUY	$62.84 - $72.51 $93,443 - $107,822	1,487 Added 3.4%	45,228 $3.28 Million
Q4 2021 Feb 15, 2022	BUY	$61.1 - $68.58 $35,376 - $39,707	579 Added 1.34%	43,741 $3 Million
Q3 2021 Feb 15, 2022	BUY	$61.34 - $67.32 $85,507 - $93,844	1,394 Added 3.34%	43,162 $2.67 Million
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $880,106 - $965,907	14,348 Added 52.33%	41,768 $2.59 Million
Q2 2021 Aug 12, 2021	BUY	$60.46 - $66.42 $80,230 - $88,139	1,327 Added 5.09%	27,420 $1.66 Million
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $24,106 - $26,486	425 Added 1.66%	26,093 $1.62 Million
Q4 2020 Feb 08, 2021	SELL	$54.62 - $64.17 $2,457 - $2,887	-45 Reduced 0.18%	25,668 $1.58 Million
Q3 2020 Nov 12, 2020	BUY	$51.56 - $55.78 $64,604 - $69,892	1,253 Added 5.12%	25,713 $1.39 Million
Q2 2020 Aug 12, 2020	SELL	$50.14 - $60.33 $62,223 - $74,869	-1,241 Reduced 4.83%	24,460 $1.27 Million
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $59,960 - $98,268	1,387 Added 5.7%	25,701 $1.39 Million
Q4 2019 Feb 07, 2020	SELL	$60.33 - $63.86 $1.11 Million - $1.17 Million	-18,326 Reduced 42.98%	24,314 $1.55 Million
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $1.11 Million - $1.26 Million	20,283 Added 90.72%	42,640 $2.63 Million
Q2 2019 Aug 14, 2019	SELL	$51.2 - $56.28 $160,358 - $176,268	-3,132 Reduced 12.29%	22,357 $1.24 Million
Q1 2019 May 10, 2019	BUY	$43.72 - $52.53 $375,685 - $451,390	8,593 Added 50.86%	25,489 $1.32 Million
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $99,272 - $110,339	2,320 Added 15.92%	16,896 $742,000
Q3 2018 Nov 14, 2018	BUY	$42.66 - $49.08 $39,545 - $45,497	927 Added 6.79%	14,576 $635,000
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $26,022 - $28,379	609 Added 4.67%	13,649 $632,000
Q1 2018 May 10, 2018	BUY	$42.92 - $47.2 $79,874 - $87,839	1,861 Added 16.65%	13,040 $582,000
Q4 2017 Feb 15, 2018	BUY	$48.05 - $53.25 $14,895 - $16,507	310 Added 2.85%	11,179 $537,000
Q3 2017 Nov 13, 2017	SELL	$47.92 - $50.64 $132,930 - $140,475	-2,774 Reduced 20.33%	10,869 $567,000
Q4 2016 Sep 21, 2017	BUY	N/A	3,985 Added 41.26%	13,643 $671,000
Q3 2016 Sep 21, 2017	BUY	N/A	4,493 Added 86.99%	9,658 $495,000
Q2 2016 Sep 18, 2017	BUY	N/A	5,165	5,165 $277,000

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...

More about SO

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Lido Advisors, LLC Southern CO Transaction History