Ritholtz Wealth Management Southern CO Transaction History

Ritholtz Wealth Management

$5.05 Billion
Q3 2025

A detailed history of Ritholtz Wealth Management transactions in Southern CO stock. As of the latest transaction made, Ritholtz Wealth Management holds 22,764 shares of SO stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,764

Previous 20,036 13.62%

Holding current value

$2.06 Million

Previous $1.84 Million 17.29%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$90.83 - $96.0 $247,784 - $261,888	2,728 Added 13.62%	22,764 $2.16 Million
Q2 2025 Jul 28, 2025	BUY	$84.91 - $92.56 $260,249 - $283,696	3,065 Added 18.06%	20,036 $1.84 Million
Q1 2025 Apr 16, 2025	BUY	$80.96 - $92.96 $280,202 - $321,734	3,461 Added 25.62%	16,971 $1.56 Million
Q4 2024 Jan 14, 2025	SELL	$81.5 - $94.15 $11,654 - $13,463	-143 Reduced 1.05%	13,510 $1.11 Million
Q3 2024 Oct 10, 2024	BUY	$77.0 - $90.52 $190,652 - $224,127	2,476 Added 22.15%	13,653 $1.23 Million

Q2 2024 Jul 31, 2024	BUY	$67.77 - $80.71 $136,963 - $163,114	2,021 Added 22.07%	11,177 $866,000
Q1 2024 Apr 24, 2024	SELL	$66.25 - $72.24 $4,968 - $5,418	-75 Reduced 0.81%	9,156 $656,000
Q4 2023 Jan 18, 2024	BUY	$62.71 - $73.08 $78,136 - $91,057	1,246 Added 15.6%	9,231 $647,000
Q3 2023 Oct 13, 2023	SELL	$64.72 - $73.09 $182,639 - $206,259	-2,822 Reduced 26.11%	7,985 $516,000
Q2 2023 Jul 14, 2023	BUY	$68.97 - $75.66 $29,312 - $32,155	425 Added 4.09%	10,807 $759,000
Q1 2023 Apr 19, 2023	SELL	$62.32 - $72.5 $47,737 - $55,535	-766 Reduced 6.87%	10,382 $722,000
Q4 2022 Jan 18, 2023	SELL	$63.44 - $72.26 $572,038 - $651,568	-9,017 Reduced 44.72%	11,148 $0
Q3 2022 Oct 18, 2022	BUY	$68.0 - $80.16 $603,772 - $711,740	8,879 Added 78.67%	20,165 $1.37 Million
Q2 2022 Jul 15, 2022	BUY	$65.39 - $76.51 $159,159 - $186,225	2,434 Added 27.5%	11,286 $805,000
Q1 2022 Apr 14, 2022	BUY	$62.84 - $72.51 $68,998 - $79,615	1,098 Added 14.16%	8,852 $642,000
Q4 2021 Jan 18, 2022	BUY	$61.1 - $68.58 $35,132 - $39,433	575 Added 8.01%	7,754 $532,000
Q3 2021 Oct 14, 2021	SELL	$61.34 - $67.32 $26,928 - $29,553	-439 Reduced 5.76%	7,179 $445,000
Q2 2021 Jul 20, 2021	BUY	$60.46 - $66.42 $74,547 - $81,895	1,233 Added 19.31%	7,618 $461,000
Q1 2021 May 12, 2021	SELL	$56.72 - $62.32 $22,290 - $24,491	-393 Reduced 5.8%	6,385 $397,000
Q4 2020 Jan 19, 2021	BUY	$54.62 - $64.17 $370,214 - $434,944	6,778 New	6,778 $416,000

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...

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Ritholtz Wealth Management Southern CO Transaction History