Allworth Financial LP Southern CO Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Southern CO stock. As of the latest transaction made, Allworth Financial LP holds 178,783 shares of SO stock, worth $16.8 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

178,783

Previous 167,978 6.43%

Holding current value

$16.8 Million

Previous $15.4 Million 6.29%

% of portfolio

0.08%

Previous 0.09%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$84.91 - $92.56 $917,452 - $1 Million	10,805 Added 6.43%	178,783 $16.4 Million
Q1 2025 Apr 30, 2025	BUY	$80.96 - $92.96 $1.27 Million - $1.45 Million	15,643 Added 10.27%	167,978 $15.4 Million
Q4 2024 Jan 30, 2025	BUY	$81.5 - $94.15 $9.74 Million - $11.2 Million	119,475 Added 363.59%	152,335 $12.5 Million
Q3 2024 Oct 23, 2024	BUY	$77.0 - $90.52 $159,698 - $187,738	2,074 Added 6.74%	32,860 $2.96 Million
Q2 2024 Jul 23, 2024	BUY	$67.77 - $80.71 $214,153 - $255,043	3,160 Added 11.44%	30,786 $2.39 Million
Q1 2024 Apr 25, 2024	BUY	$66.25 - $72.24 $246,582 - $268,877	3,722 Added 15.57%	27,626 $1.98 Million
Q4 2023 Jan 24, 2024	BUY	$62.71 - $73.08 $44,147 - $51,448	704 Added 3.03%	23,904 $1.68 Million
Q3 2023 Oct 31, 2023	SELL	$64.72 - $73.09 $92,614 - $104,591	-1,431 Reduced 5.81%	23,200 $1.5 Million
Q2 2023 Jul 18, 2023	SELL	$68.97 - $75.66 $26,001 - $28,523	-377 Reduced 1.51%	24,631 $1.73 Million
Q1 2023 Apr 18, 2023	BUY	$62.32 - $72.5 $96,035 - $111,722	1,541 Added 6.57%	25,008 $1.74 Million
Q4 2022 Jan 13, 2023	BUY	$63.44 - $72.26 $162,025 - $184,552	2,554 Added 12.21%	23,467 $0
Q3 2022 Oct 18, 2022	BUY	$68.0 - $80.16 $255,884 - $301,642	3,763 Added 21.94%	20,913 $1.42 Million
Q2 2022 Jul 13, 2022	BUY	$65.39 - $76.51 $162,951 - $190,662	2,492 Added 17.0%	17,150 $1.22 Million
Q1 2022 Apr 22, 2022	BUY	$62.84 - $72.51 $136,299 - $157,274	2,169 Added 17.37%	14,658 $1.06 Million
Q4 2021 Jan 21, 2022	SELL	$61.1 - $68.58 $54,745 - $61,447	-896 Reduced 6.69%	12,489 $856,000
Q3 2021 Nov 02, 2021	BUY	$61.34 - $67.32 $342,399 - $375,780	5,582 Added 71.54%	13,385 $829,000
Q2 2021 Aug 02, 2021	SELL	$60.46 - $66.42 $6,650 - $7,306	-110 Reduced 1.39%	7,803 $472,000
Q1 2021 Apr 29, 2021	SELL	$56.72 - $62.32 $30,288 - $33,278	-534 Reduced 6.32%	7,913 $492,000
Q4 2020 Jan 26, 2021	SELL	$54.62 - $64.17 $8,848 - $10,395	-162 Reduced 1.88%	8,447 $519,000
Q3 2020 Nov 03, 2020	SELL	$51.56 - $55.78 $53,931 - $58,345	-1,046 Reduced 10.83%	8,609 $467,000
Q2 2020 Jul 24, 2020	BUY	$50.14 - $60.33 $108,001 - $129,950	2,154 Added 28.72%	9,655 $501,000
Q1 2020 Apr 17, 2020	SELL	$43.23 - $70.85 $68,908 - $112,934	-1,594 Reduced 17.53%	7,501 $406,000
Q4 2019 Jan 16, 2020	BUY	$60.33 - $63.86 $44,523 - $47,128	738 Added 8.83%	9,095 $579,000
Q3 2019 Oct 09, 2019	BUY	$54.84 - $61.98 $219 - $247	4 Added 0.05%	8,357 $516,000
Q2 2019 Jul 25, 2019	SELL	$51.2 - $56.28 $4,915 - $5,402	-96 Reduced 1.14%	8,353 $462,000
Q1 2019 May 07, 2019	BUY	$43.72 - $52.53 $7,607 - $9,140	174 Added 2.1%	8,449 $437,000
Q4 2018 Feb 11, 2019	SELL	$42.79 - $47.56 $2,310 - $2,568	-54 Reduced 0.65%	8,275 $363,000
Q3 2018 Oct 30, 2018	BUY	$42.66 - $49.08 $2,303 - $2,650	54 Added 0.65%	8,329 $363,000
Q1 2018 May 02, 2018	BUY	$42.92 - $47.2 $8,584 - $9,440	200 Added 2.48%	8,275 $370,000
Q4 2017 Feb 22, 2018	SELL	$48.05 - $53.25 $5,669 - $6,283	-118 Reduced 1.44%	8,075 $388,000
Q3 2017 Oct 12, 2017	SELL	$47.92 - $50.64 $47 - $50	-1 Reduced 0.01%	8,193 $403,000
Q2 2017 Aug 07, 2017	BUY	N/A	8,194	8,194 $392,000

Others Institutions Holding SO

# of Institutions

2,472

Shares Held

725M

Call Options Held

4.92M

Put Options Held

4.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $102B
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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Allworth Financial LP Southern CO Transaction History