Advocate Group LLC Southern CO Transaction History

Advocate Group LLC

$608 Million
Q3 2025

A detailed history of Advocate Group LLC transactions in Southern CO stock. As of the latest transaction made, Advocate Group LLC holds 87,831 shares of SO stock, worth $8.58 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

87,831

Previous 89,373 1.73%

Holding current value

$8.58 Million

Previous $8.21 Million 1.41%

% of portfolio

1.37%

Previous 1.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$90.83 - $96.0 $140,059 - $148,032	-1,542 Reduced 1.73%	87,831 $8.32 Million
Q2 2025 Jul 25, 2025	SELL	$84.91 - $92.56 $139,931 - $152,538	-1,648 Reduced 1.81%	89,373 $8.21 Million
Q1 2025 Apr 21, 2025	SELL	$80.96 - $92.96 $160,786 - $184,618	-1,986 Reduced 2.14%	91,021 $8.37 Million
Q4 2024 Jan 21, 2025	SELL	$81.5 - $94.15 $113,366 - $130,962	-1,391 Reduced 1.47%	93,007 $7.66 Million
Q3 2024 Oct 08, 2024	BUY	$77.0 - $90.52 $20,328 - $23,897	264 Added 0.28%	94,398 $8.51 Million
Q2 2024 Jul 10, 2024	SELL	$67.77 - $80.71 $38,086 - $45,359	-562 Reduced 0.59%	94,134 $7.3 Million
Q1 2024 Apr 25, 2024	SELL	$66.25 - $72.24 $35,775 - $39,009	-540 Reduced 0.57%	94,696 $6.79 Million
Q4 2023 Jan 19, 2024	SELL	$62.71 - $73.08 $355,502 - $414,290	-5,669 Reduced 5.62%	95,236 $6.68 Million
Q3 2023 Oct 17, 2023	SELL	$64.72 - $73.09 $205,032 - $231,549	-3,168 Reduced 3.04%	100,905 $6.53 Million
Q2 2023 Jul 20, 2023	SELL	$68.97 - $75.66 $280,776 - $308,011	-4,071 Reduced 3.76%	104,073 $7.31 Million
Q1 2023 Apr 19, 2023	SELL	$62.32 - $72.5 $918,285 - $1.07 Million	-14,735 Reduced 11.99%	108,144 $7.52 Million
Q4 2022 Jan 18, 2023	SELL	$63.44 - $72.26 $547,931 - $624,109	-8,637 Reduced 6.57%	122,879 $0
Q3 2022 Oct 19, 2022	SELL	$68.0 - $80.16 $388,688 - $458,194	-5,716 Reduced 4.17%	131,516 $8.94 Million
Q2 2022 Jul 27, 2022	BUY	$65.39 - $76.51 $8.97 Million - $10.5 Million	137,232 New	137,232 $9.79 Million

Others Institutions Holding SO

# of Institutions

2,493

Shares Held

751M

Call Options Held

5.94M

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 $106B
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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Advocate Group LLC Southern CO Transaction History