Soa Wealth Advisors, Llc. Southern CO Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Southern CO stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 582 shares of SO stock, worth $53,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares

582

Previous 580 0.34%

Holding current value

$53,055

Previous $47,000 12.77%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$80.96 - $92.96 $161 - $185	2 Added 0.34%	582 $53,000
Q4 2024 Jan 28, 2025	SELL	$81.5 - $94.15 $7,987 - $9,226	-98 Reduced 14.45%	580 $47,000
Q3 2024 Oct 08, 2024	BUY	$77.0 - $90.52 $231 - $271	3 Added 0.44%	678 $61,000
Q2 2024 Jul 17, 2024	SELL	$67.77 - $80.71 $7,183 - $8,555	-106 Reduced 13.57%	675 $52,000
Q1 2024 Apr 10, 2024	BUY	$66.25 - $72.24 $198 - $216	3 Added 0.39%	781 $56,000
Q4 2023 Jan 10, 2024	SELL	$62.71 - $73.08 $1,003 - $1,169	-16 Reduced 2.02%	778 $54,000
Q3 2023 Oct 10, 2023	BUY	$64.72 - $73.09 $10,614 - $11,986	164 Added 26.03%	794 $51,000
Q2 2023 Jul 07, 2023	BUY	$68.97 - $75.66 $206 - $226	3 Added 0.48%	630 $44,000
Q1 2023 Apr 28, 2023	BUY	$62.32 - $72.5 $186 - $217	3 Added 0.48%	627 $43,000
Q4 2022 Jan 10, 2023	SELL	$63.44 - $72.26 $4,504 - $5,130	-71 Reduced 10.22%	624 $0
Q3 2022 Oct 07, 2022	BUY	$68.0 - $80.16 $5,168 - $6,092	76 Added 12.28%	695 $47,000
Q2 2022 Jul 13, 2022	SELL	$65.39 - $76.51 $653 - $765	-10 Reduced 1.59%	619 $44,000
Q1 2022 Apr 07, 2022	BUY	$62.84 - $72.51 $125 - $145	2 Added 0.32%	629 $45,000
Q4 2021 Jan 13, 2022	BUY	$61.1 - $68.58 $183 - $205	3 Added 0.48%	627 $42,000
Q3 2021 Oct 12, 2021	BUY	$61.34 - $67.32 $4,661 - $5,116	76 Added 13.87%	624 $38,000
Q2 2021 Jul 14, 2021	BUY	$60.46 - $66.42 $1,692 - $1,859	28 Added 5.38%	548 $33,000
Q1 2021 Apr 26, 2021	SELL	$56.72 - $62.32 $850 - $934	-15 Reduced 2.8%	520 $32,000
Q4 2020 Mar 10, 2021	BUY	$54.62 - $64.17 $29,221 - $34,330	535 New	535 $32,000

Others Institutions Holding SO

# of Institutions

2,360

Shares Held

718M

Call Options Held

4.13M

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 $99.2B
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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Soa Wealth Advisors, Llc. Southern CO Transaction History