A detailed history of Walkner Condon Financial Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,073 shares of SO stock, worth $368,932. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,073
Previous 4,066 0.17%
Holding current value
$368,932
Previous $373,000 3.22%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$90.83 - $96.0 $635 - $672
7 Added 0.17%
4,073 $385,000
Q2 2025

Aug 06, 2025

SELL
$84.91 - $92.56 $47,804 - $52,111
-563 Reduced 12.16%
4,066 $373,000
Q1 2025

Apr 22, 2025

SELL
$80.96 - $92.96 $95,775 - $109,971
-1,183 Reduced 20.35%
4,629 $425,000
Q4 2024

Jan 29, 2025

BUY
$81.5 - $94.15 $11,410 - $13,181
140 Added 2.47%
5,812 $478,000
Q3 2024

Oct 31, 2024

BUY
$77.0 - $90.52 $106,337 - $125,008
1,381 Added 32.18%
5,672 $511,000
Q2 2024

Jul 26, 2024

BUY
$67.77 - $80.71 $290,801 - $346,326
4,291 New
4,291 $332,000

Others Institutions Holding SO

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
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