Schechter Investment Advisors, LLC Southern CO Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 19,305 shares of SO stock, worth $1.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,305

Previous 21,935 11.99%

Holding current value

$1.7 Million

Previous $1.81 Million 1.66%

% of portfolio

0.21%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$80.96 - $92.96 $212,924 - $244,484	-2,630 Reduced 11.99%	19,305 $1.78 Million
Q4 2024 Feb 06, 2025	SELL	$81.5 - $94.15 $88,346 - $102,058	-1,084 Reduced 4.71%	21,935 $1.81 Million
Q3 2024 Nov 12, 2024	SELL	$77.0 - $90.52 $4,158 - $4,888	-54 Reduced 0.23%	23,019 $2.08 Million
Q2 2024 Aug 12, 2024	BUY	$67.77 - $80.71 $705,824 - $840,594	10,415 Added 82.28%	23,073 $1.79 Million
Q1 2024 May 06, 2024	BUY	$66.25 - $72.24 $38,226 - $41,682	577 Added 4.78%	12,658 $908,000
Q4 2023 Jan 17, 2024	BUY	$62.71 - $73.08 $25,522 - $29,743	407 Added 3.49%	12,081 $847,000
Q3 2023 Nov 06, 2023	BUY	$64.72 - $73.09 $80,058 - $90,412	1,237 Added 11.85%	11,674 $755,000
Q2 2023 Jul 26, 2023	BUY	$68.97 - $75.66 $142,285 - $156,086	2,063 Added 24.64%	10,437 $733,000
Q1 2023 Apr 28, 2023	BUY	$62.32 - $72.5 $37,080 - $43,137	595 Added 7.65%	8,374 $582,000
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $21,759 - $24,785	343 Added 4.61%	7,779 $555,000
Q3 2022 Nov 04, 2022	BUY	$68.0 - $80.16 $33,184 - $39,118	488 Added 7.02%	7,436 $505,000
Q2 2022 Nov 03, 2022	BUY	$65.39 - $76.51 $454,329 - $531,591	6,948 New	6,948 $495,000
Q1 2022 Nov 18, 2022	SELL	$62.84 - $72.51 $105,759 - $122,034	-1,683 Reduced 22.63%	5,753 $417,000
Q4 2021 Dec 27, 2022	SELL	$61.1 - $68.58 $140,224 - $157,391	-2,295 Reduced 30.86%	5,141 $352,000

Others Institutions Holding SO

# of Institutions

2,466

Shares Held

718M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96B
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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Schechter Investment Advisors, LLC Southern CO Transaction History