Secure Asset Management, LLC Southern CO Transaction History

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025

A detailed history of Secure Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,645 shares of SO stock, worth $873,644. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,645
Previous 9,515 1.37%
Holding current value
$873,644
Previous $901,000 3.11%
% of portfolio
0.14%
Previous 0.15%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$90.58 - $99.72 $11,775 - $12,963
130 Added 1.37%
9,645 $873,000
Q3 2025

Oct 09, 2025
SELL
$90.83 - $96.0 $4,359 - $4,608
-48 Reduced 0.5%
9,515 $901,000
Q2 2025

Jul 10, 2025
SELL
$84.91 - $92.56 $17,236 - $18,789
-203 Reduced 2.08%
9,563 $878,000
Q1 2025

Apr 10, 2025
SELL
$80.96 - $92.96 $9,229 - $10,597
-114 Reduced 1.15%
9,766 $897,000
Q4 2024

Jan 17, 2025
BUY
$81.5 - $94.15 $39,446 - $45,568
484 Added 5.15%
9,880 $813,000
Q3 2024

Oct 16, 2024
SELL
$77.0 - $90.52 $87,549 - $102,921
-1,137 Reduced 10.79%
9,396 $847,000
Q2 2024

Jul 24, 2024
BUY
$67.77 - $80.71 $421,190 - $501,612
6,215 Added 143.93%
10,533 $817,000
Q1 2024

Apr 30, 2024
SELL
$66.25 - $72.24 $1,921 - $2,094
-29 Reduced 0.67%
4,318 $309,000
Q4 2023

Jan 22, 2024
BUY
$62.71 - $73.08 $1,693 - $1,973
27 Added 0.63%
4,347 $304,000
Q3 2023

Oct 18, 2023
BUY
$64.72 - $73.09 $83,941 - $94,797
1,297 Added 42.9%
4,320 $279,000
Q2 2023

Jul 13, 2023
BUY
$68.97 - $75.66 $3,310 - $3,631
48 Added 1.61%
3,023 $212,000
Q1 2023

Apr 13, 2023
SELL
$62.32 - $72.5 $1,246 - $1,450
-20 Reduced 0.67%
2,975 $207,000
Q4 2022

Jan 20, 2023
SELL
$63.44 - $72.26 $6,724 - $7,659
-106 Reduced 3.42%
2,995 $0
Q3 2022

Oct 12, 2022
SELL
$68.0 - $80.16 $10,540 - $12,424
-155 Reduced 4.76%
3,101 $211,000
Q2 2022

Jul 20, 2022
BUY
$65.39 - $76.51 $719 - $841
11 Added 0.34%
3,256 $232,000
Q1 2022

Apr 19, 2022
SELL
$62.84 - $72.51 $3,644 - $4,205
-58 Reduced 1.76%
3,245 $235,000
Q4 2021

Jan 24, 2022
BUY
$61.1 - $68.58 $794 - $891
13 Added 0.4%
3,303 $226,000
Q3 2021

Oct 28, 2021
SELL
$61.34 - $67.32 $6,563 - $7,203
-107 Reduced 3.15%
3,290 $204,000
Q2 2021

Jul 16, 2021
BUY
$60.46 - $66.42 $205,382 - $225,628
3,397 New
3,397 $206,000
Q1 2021

Apr 14, 2021
SELL
$56.72 - $62.32 $198,463 - $218,057
-3,499 Closed
0 $0
Q4 2020

Feb 08, 2021
SELL
$54.62 - $64.17 $126,773 - $148,938
-2,321 Reduced 39.88%
3,499 $215,000
Q3 2020

Oct 20, 2020
SELL
$51.56 - $55.78 $137,355 - $148,597
-2,664 Reduced 31.4%
5,820 $316,000
Q2 2020

Jul 14, 2020
BUY
$50.14 - $60.33 $226,181 - $272,148
4,511 Added 113.54%
8,484 $440,000
Q4 2019

Feb 06, 2020
BUY
$60.33 - $63.86 $239,691 - $253,715
3,973 New
3,973 $253,000

Others Institutions Holding SO

# of Institutions
2,541
Shares Held
784M
Call Options Held
4.43M
Put Options Held
4.55M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • 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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