Addison Advisors LLC Southern CO Transaction History

Addison Advisors LLC

$364 Million
Q2 2025

A detailed history of Addison Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Addison Advisors LLC holds 820 shares of SO stock, worth $77,645. This represents 0.02% of its overall portfolio holdings.

Number of Shares

820

Previous 768 6.77%

Holding current value

$77,645

Previous $70,000 7.14%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$84.91 - $92.56 $4,415 - $4,813	52 Added 6.77%	820 $75,000
Q1 2025 May 12, 2025	SELL	$80.96 - $92.96 $1,052 - $1,208	-13 Reduced 1.66%	768 $70,000
Q4 2024 Feb 04, 2025	SELL	$81.5 - $94.15 $3,667 - $4,236	-45 Reduced 5.45%	781 $64,000
Q3 2024 Nov 04, 2024	SELL	$77.0 - $90.52 $2,618 - $3,077	-34 Reduced 3.95%	826 $74,000
Q2 2024 Aug 05, 2024	SELL	$67.77 - $80.71 $15,383 - $18,321	-227 Reduced 20.88%	860 $66,000
Q1 2024 May 06, 2024	SELL	$66.25 - $72.24 $60,287 - $65,738	-910 Reduced 45.57%	1,087 $77,000
Q4 2023 Feb 02, 2024	BUY	$62.71 - $73.08 $54,871 - $63,945	875 Added 77.99%	1,997 $140,000
Q3 2023 Nov 07, 2023	SELL	$64.72 - $73.09 $1,294 - $1,461	-20 Reduced 1.75%	1,122 $72,000
Q2 2023 Aug 03, 2023	SELL	$68.97 - $75.66 $6,552 - $7,187	-95 Reduced 7.68%	1,142 $80,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $11,716 - $13,630	188 Added 17.92%	1,237 $86,000
Q4 2022 Feb 07, 2023	SELL	$63.44 - $72.26 $25,376 - $28,904	-400 Reduced 27.61%	1,049 $74,000
Q3 2022 Oct 28, 2022	SELL	$68.0 - $80.16 $8,364 - $9,859	-123 Reduced 7.82%	1,449 $99,000
Q2 2022 Aug 04, 2022	SELL	$65.39 - $76.51 $10,789 - $12,624	-165 Reduced 9.5%	1,572 $112,000
Q1 2022 Apr 29, 2022	BUY	$62.84 - $72.51 $27,900 - $32,194	444 Added 34.34%	1,737 $126,000
Q4 2021 Jan 31, 2022	BUY	$61.1 - $68.58 $70,876 - $79,552	1,160 Added 872.18%	1,293 $89,000
Q4 2020 Feb 02, 2021	BUY	$54.62 - $64.17 $7,264 - $8,534	133 New	133 $8,000

Others Institutions Holding SO

# of Institutions

2,482

Shares Held

718M

Call Options Held

4.91M

Put Options Held

4.12M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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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Addison Advisors LLC Southern CO Transaction History