Appleton Partners Inc Southern CO Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Southern CO stock. As of the latest transaction made, Appleton Partners Inc holds 3,423 shares of SO stock, worth $323,610. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,423

Previous 4,196 18.42%

Holding current value

$323,610

Previous $386,000 18.65%

% of portfolio

0.02%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$84.91 - $92.56 $65,635 - $71,548	-773 Reduced 18.42%	3,423 $314,000
Q4 2024 Jan 28, 2025	SELL	$81.5 - $94.15 $1,956 - $2,259	-24 Reduced 0.57%	4,196 $345,000
Q2 2024 Jul 02, 2024	SELL	$67.77 - $80.71 $9,216 - $10,976	-136 Reduced 3.12%	4,220 $327,000
Q1 2024 Apr 01, 2024	SELL	$66.25 - $72.24 $86,125 - $93,912	-1,300 Reduced 22.98%	4,356 $312,000
Q4 2023 Jan 02, 2024	SELL	$62.71 - $73.08 $3,386 - $3,946	-54 Reduced 0.95%	5,656 $397,000
Q3 2023 Oct 03, 2023	SELL	$64.72 - $73.09 $12,814 - $14,471	-198 Reduced 3.35%	5,710 $370,000
Q2 2023 Jul 10, 2023	SELL	$68.97 - $75.66 $19,380 - $21,260	-281 Reduced 4.54%	5,908 $415,000
Q1 2023 Apr 10, 2023	BUY	$62.32 - $72.5 $31,284 - $36,395	502 Added 8.83%	6,189 $431,000
Q3 2022 Oct 27, 2022	BUY	$68.0 - $80.16 $386,716 - $455,869	5,687 New	5,687 $387,000
Q1 2022 Apr 05, 2022	SELL	$62.84 - $72.51 $189,336 - $218,472	-3,013 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $184,094 - $206,631	3,013 New	3,013 $207,000
Q2 2021 Jul 07, 2021	SELL	$60.46 - $66.42 $197,885 - $217,392	-3,273 Closed	0 $0
Q1 2021 Apr 19, 2021	SELL	$56.72 - $62.32 $29,948 - $32,904	-528 Reduced 13.89%	3,273 $203,000
Q4 2020 Jan 19, 2021	SELL	$54.62 - $64.17 $9,776 - $11,486	-179 Reduced 4.5%	3,801 $233,000
Q3 2020 Oct 14, 2020	BUY	$51.56 - $55.78 $6,135 - $6,637	119 Added 3.08%	3,980 $216,000
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $49,588 - $59,666	-989 Reduced 20.39%	3,861 $200,000
Q1 2020 May 04, 2020	SELL	$43.23 - $70.85 $7,781 - $12,752	-180 Reduced 3.58%	4,850 $263,000
Q4 2019 Jan 13, 2020	BUY	$60.33 - $63.86 $9,049 - $9,579	150 Added 3.07%	5,030 $320,000
Q3 2019 Nov 04, 2019	SELL	$54.84 - $61.98 $12,339 - $13,945	-225 Reduced 4.41%	4,880 $301,000
Q2 2019 Jul 25, 2019	BUY	$51.2 - $56.28 $46,080 - $50,652	900 Added 21.4%	5,105 $282,000
Q1 2019 Apr 17, 2019	SELL	$43.72 - $52.53 $48,092 - $57,783	-1,100 Reduced 20.74%	4,205 $217,000
Q4 2018 Jan 17, 2019	SELL	$42.79 - $47.56 $8,558 - $9,512	-200 Reduced 3.63%	5,305 $233,000
Q3 2018 Oct 09, 2018	SELL	$42.66 - $49.08 $20,903 - $24,049	-490 Reduced 8.17%	5,505 $240,000
Q2 2018 Aug 08, 2018	SELL	$42.73 - $46.6 $53,711 - $58,576	-1,257 Reduced 17.33%	5,995 $278,000
Q1 2018 Apr 11, 2018	SELL	$42.92 - $47.2 $111,849 - $123,003	-2,606 Reduced 26.44%	7,252 $324,000
Q4 2017 Jan 12, 2018	SELL	$48.05 - $53.25 $14,415 - $15,975	-300 Reduced 2.95%	9,858 $474,000
Q3 2017 Oct 12, 2017	BUY	$47.92 - $50.64 $486,771 - $514,401	10,158	10,158 $499,000

Others Institutions Holding SO

# of Institutions

2,483

Shares Held

752M

Call Options Held

5.97M

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 $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...

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Appleton Partners Inc Southern CO Transaction History