Advisor Group Holdings, Inc. Southern CO Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Southern CO stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 635,131 shares of SO stock, worth $57.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

635,131

Previous 624,649 1.68%

Holding current value

$57.5 Million

Previous $57.4 Million 4.93%

% of portfolio

0.09%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$90.83 - $96.0 $952,080 - $1.01 Million	10,482 Added 1.68%	635,131 $60.2 Million
Q2 2025 Sep 04, 2025	BUY	$84.91 - $92.56 $8.21 Million - $8.95 Million	96,654 Added 18.31%	624,649 $57.4 Million
Q2 2025 Aug 13, 2025	BUY	$84.91 - $92.56 $2.46 Million - $2.68 Million	28,969 Added 5.81%	527,995 $48.5 Million
Q1 2025 May 12, 2025	SELL	$80.96 - $92.96 $2.06 Million - $2.36 Million	-25,387 Reduced 4.84%	499,026 $45.9 Million
Q4 2024 Jun 06, 2025	BUY	$81.5 - $94.15 $2.87 Million - $3.31 Million	35,201 Added 7.05%	534,227 $44 Million
Q4 2024 Feb 07, 2025	SELL	$81.5 - $94.15 $288,184 - $332,914	-3,536 Reduced 0.67%	524,413 $43.2 Million
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $1.03 Million - $1.21 Million	13,324 Added 2.59%	527,949 $47.6 Million
Q2 2024 Aug 13, 2024	SELL	$67.77 - $80.71 $4.49 Million - $5.35 Million	-66,227 Reduced 11.4%	514,625 $39.9 Million
Q1 2024 May 10, 2024	SELL	$66.25 - $72.24 $15.2 Million - $16.6 Million	-229,279 Reduced 28.3%	580,852 $41.7 Million
Q4 2023 Feb 12, 2024	SELL	$62.71 - $73.08 $16.5 Million - $19.3 Million	-263,730 Reduced 24.56%	810,131 $56.8 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $17.8 Million - $20.1 Million	275,543 Added 34.52%	1,073,861 $69.5 Million
Q2 2023 Aug 21, 2023	SELL	$68.97 - $75.66 $18.8 Million - $20.6 Million	-272,291 Reduced 25.43%	798,318 $56.1 Million
Q2 2023 Aug 10, 2023	BUY	$68.97 - $75.66 $19.5 Million - $21.4 Million	282,291 Added 35.81%	1,070,609 $75.2 Million
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $1.13 Million - $1.32 Million	18,178 Added 2.36%	788,318 $54.9 Million
Q4 2022 Feb 10, 2023	SELL	$63.44 - $72.26 $102,265 - $116,483	-1,612 Reduced 0.21%	770,140 $55 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $2.08 Million - $2.45 Million	30,562 Added 4.12%	771,752 $52.5 Million
Q2 2022 Aug 10, 2022	BUY	$65.39 - $76.51 $4.11 Million - $4.81 Million	62,886 Added 9.27%	741,190 $52.9 Million
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $2 Million - $2.3 Million	31,779 Added 4.92%	678,304 $48.3 Million
Q3 2021 Nov 05, 2021	BUY	$61.34 - $67.32 $4.05 Million - $4.44 Million	65,996 Added 11.37%	646,525 $40.1 Million
Q2 2021 Aug 02, 2021	SELL	$60.46 - $66.42 $1.95 Million - $2.15 Million	-32,333 Reduced 5.28%	580,529 $35.1 Million
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $1.15 Million - $1.26 Million	20,189 Added 3.41%	612,862 $38.1 Million
Q4 2020 Feb 10, 2021	SELL	$54.62 - $64.17 $2.39 Million - $2.8 Million	-43,702 Reduced 6.87%	592,673 $36.4 Million
Q3 2020 Nov 12, 2020	BUY	$51.56 - $55.78 $1.97 Million - $2.13 Million	38,206 Added 6.39%	636,375 $34.5 Million
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $12.3 Million - $14.8 Million	-244,693 Reduced 29.03%	598,169 $31 Million
Q1 2020 May 18, 2020	BUY	$43.23 - $70.85 $36.4 Million - $59.7 Million	842,862 New	842,862 $33.4 Million

Others Institutions Holding SO

# of Institutions

2,535

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

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...

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Advisor Group Holdings, Inc. Southern CO Transaction History