True Wealth Advisors, LLC Southern CO Transaction History

True Wealth Advisors, LLC

$291 Million
Q3 2025

A detailed history of True Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, True Wealth Advisors, LLC holds 43,897 shares of SO stock, worth $3.98 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

43,897

Previous 43,346 1.27%

Holding current value

$3.98 Million

Previous $3.98 Million 4.52%

% of portfolio

1.43%

Previous 1.44%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$90.83 - $96.0 $50,047 - $52,896	551 Added 1.27%	43,897 $4.16 Million
Q2 2025 Jul 03, 2025	BUY	$84.91 - $92.56 $141,290 - $154,019	1,664 Added 3.99%	43,346 $3.98 Million
Q1 2025 Apr 10, 2025	BUY	$80.96 - $92.96 $63,553 - $72,973	785 Added 1.92%	41,682 $3.83 Million
Q4 2024 Jan 15, 2025	SELL	$81.5 - $94.15 $10,024 - $11,580	-123 Reduced 0.3%	40,897 $3.37 Million
Q3 2024 Oct 29, 2024	BUY	$77.0 - $90.52 $15,554 - $18,285	202 Added 0.49%	41,020 $3.7 Million

Q2 2024 Jul 24, 2024	BUY	$67.77 - $80.71 $164,748 - $196,206	2,431 Added 6.33%	40,818 $3.17 Million
Q1 2024 Apr 23, 2024	BUY	$66.25 - $72.24 $87,847 - $95,790	1,326 Added 3.58%	38,387 $2.75 Million
Q4 2023 Feb 08, 2024	BUY	$62.71 - $73.08 $810,965 - $945,070	12,932 Added 53.6%	37,061 $2.6 Million
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $33,524 - $37,860	518 Added 2.19%	24,129 $1.56 Million
Q2 2023 Jul 31, 2023	BUY	$68.97 - $75.66 $222,428 - $244,003	3,225 Added 15.82%	23,611 $1.66 Million
Q1 2023 Apr 19, 2023	BUY	$62.32 - $72.5 $84,132 - $97,875	1,350 Added 7.09%	20,386 $1.42 Million
Q4 2022 Jan 23, 2023	BUY	$63.44 - $72.26 $185,435 - $211,215	2,923 Added 18.14%	19,036 $0
Q3 2022 Oct 21, 2022	SELL	$68.0 - $80.16 $25,432 - $29,979	-374 Reduced 2.27%	16,113 $1.1 Million
Q2 2022 Jul 27, 2022	BUY	$65.39 - $76.51 $259,467 - $303,591	3,968 Added 31.7%	16,487 $1.18 Million
Q1 2022 May 05, 2022	SELL	$62.84 - $72.51 $129,953 - $149,950	-2,068 Reduced 14.18%	12,519 $859,000
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $129,953 - $149,950	2,068 Added 16.52%	14,587 $1.07 Million
Q4 2021 Feb 02, 2022	BUY	$61.1 - $68.58 $217,454 - $244,076	3,559 Added 39.72%	12,519 $859,000
Q3 2021 Oct 25, 2021	BUY	$61.34 - $67.32 $1,840 - $2,019	30 Added 0.34%	8,960 $555,000
Q2 2021 Jul 23, 2021	BUY	$60.46 - $66.42 $53,446 - $58,715	884 Added 10.99%	8,930 $540,000
Q1 2021 Apr 22, 2021	BUY	$56.72 - $62.32 $84,909 - $93,293	1,497 Added 22.86%	8,046 $500,000
Q4 2020 Jan 25, 2021	BUY	$54.62 - $64.17 $357,706 - $420,249	6,549 New	6,549 $401,000

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Southern CO Transaction History