Lpl Financial LLC Southern CO Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Southern CO stock. As of the latest transaction made, Lpl Financial LLC holds 2,199,185 shares of SO stock, worth $197 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,199,185

Previous 2,072,170 6.13%

Holding current value

$197 Million

Previous $187 Million 3.11%

% of portfolio

0.08%

Previous 0.09%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$81.5 - $94.15 $10.4 Million - $12 Million	127,015 Added 6.13%	2,199,185 $181 Million
Q3 2024 Nov 08, 2024	SELL	$77.0 - $90.52 $5.18 Million - $6.09 Million	-67,300 Reduced 3.15%	2,072,170 $187 Million
Q2 2024 Aug 07, 2024	BUY	$67.77 - $80.71 $2.75 Million - $3.27 Million	40,511 Added 1.93%	2,139,470 $166 Million
Q1 2024 May 10, 2024	BUY	$66.25 - $72.24 $894,375 - $975,239	13,500 Added 0.65%	2,098,959 $151 Million
Q4 2023 Feb 14, 2024	BUY	$62.71 - $73.08 $3.57 Million - $4.16 Million	56,920 Added 2.81%	2,085,459 $146 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $2.9 Million - $3.28 Million	44,882 Added 2.26%	2,028,539 $131 Million
Q2 2023 Jul 31, 2023	BUY	$68.97 - $75.66 $7.72 Million - $8.47 Million	111,981 Added 5.98%	1,983,657 $139 Million
Q1 2023 May 10, 2023	BUY	$62.32 - $72.5 $9.89 Million - $11.5 Million	158,625 Added 9.26%	1,871,676 $130 Million
Q4 2022 Feb 07, 2023	BUY	$63.44 - $72.26 $6.85 Million - $7.81 Million	108,039 Added 6.73%	1,713,051 $122 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $5.14 Million - $6.06 Million	75,541 Added 4.94%	1,605,012 $109 Million
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $9.32 Million - $10.9 Million	142,605 Added 10.28%	1,529,471 $109 Million
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $2.94 Million - $3.39 Million	46,747 Added 3.49%	1,386,866 $101 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $4.2 Million - $4.71 Million	68,674 Added 5.4%	1,340,119 $91.9 Million
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $4.45 Million - $4.88 Million	72,517 Added 6.05%	1,271,445 $78.8 Million
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $2.39 Million - $2.62 Million	39,467 Added 3.4%	1,198,928 $72.5 Million
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $1.64 Million - $1.8 Million	28,913 Added 2.56%	1,159,461 $72.1 Million
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $4.96 Million - $5.82 Million	90,745 Added 8.73%	1,130,548 $69.5 Million
Q3 2020 Nov 09, 2020	BUY	$51.56 - $55.78 $2.96 Million - $3.21 Million	57,486 Added 5.85%	1,039,803 $56.4 Million
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $5.15 Million - $6.19 Million	102,622 Added 11.67%	982,317 $50.9 Million
Q1 2020 May 14, 2020	SELL	$43.23 - $70.85 $38,172 - $62,560	-883 Reduced 0.1%	879,695 $47.6 Million
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $1.56 Million - $1.65 Million	25,811 Added 3.02%	880,578 $56.1 Million
Q3 2019 Nov 13, 2019	SELL	$54.84 - $61.98 $173,184 - $195,732	-3,158 Reduced 0.37%	854,767 $52.8 Million
Q2 2019 Aug 09, 2019	BUY	$51.2 - $56.28 $1.35 Million - $1.49 Million	26,425 Added 3.18%	857,925 $47.4 Million
Q1 2019 May 08, 2019	BUY	$43.72 - $52.53 $1.56 Million - $1.87 Million	35,622 Added 4.48%	831,500 $43 Million
Q4 2018 Feb 07, 2019	BUY	$42.79 - $47.56 $414,463 - $460,666	9,686 Added 1.23%	795,878 $35 Million
Q3 2018 Nov 14, 2018	SELL	$42.66 - $49.08 $2.98 Million - $3.42 Million	-69,755 Reduced 8.15%	786,192 $34.3 Million
Q2 2018 Aug 14, 2018	SELL	$42.73 - $46.6 $1.98 Million - $2.16 Million	-46,402 Reduced 5.14%	855,947 $39.6 Million
Q1 2018 May 15, 2018	BUY	$42.92 - $47.2 $12.1 Million - $13.3 Million	281,058 Added 45.24%	902,349 $40.3 Million
Q4 2017 Feb 14, 2018	BUY	$48.05 - $53.25 $3.67 Million - $4.07 Million	76,349 Added 14.01%	621,291 $29.9 Million
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $715,445 - $756,055	14,930 Added 2.82%	544,942 $26.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	530,012	530,012 $25.4 Million

Others Institutions Holding SO

# of Institutions

2,331

Shares Held

718M

Call Options Held

4.11M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $97.8B
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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Southern CO Transaction History