Arkadios Wealth Advisors Southern CO Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Southern CO stock. As of the latest transaction made, Arkadios Wealth Advisors holds 129,466 shares of SO stock, worth $12.9 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

129,466

Previous 117,078 10.58%

Holding current value

$12.9 Million

Previous $10.8 Million 10.43%

% of portfolio

0.38%

Previous 0.43%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$84.91 - $92.56 $1.05 Million - $1.15 Million	12,388 Added 10.58%	129,466 $11.9 Million
Q1 2025 May 08, 2025	BUY	$80.96 - $92.96 $653,347 - $750,187	8,070 Added 7.4%	117,078 $10.8 Million
Q4 2024 Jan 15, 2025	BUY	$81.5 - $94.15 $408,559 - $471,973	5,013 Added 4.82%	109,008 $8.97 Million
Q3 2024 Oct 24, 2024	SELL	$77.0 - $90.52 $274,274 - $322,432	-3,562 Reduced 3.31%	103,995 $9.38 Million
Q2 2024 Jul 29, 2024	BUY	$67.77 - $80.71 $205,614 - $244,874	3,034 Added 2.9%	107,557 $8.34 Million
Q1 2024 Apr 30, 2024	BUY	$66.25 - $72.24 $126,007 - $137,400	1,902 Added 1.85%	104,523 $7.5 Million
Q4 2023 Jan 24, 2024	BUY	$62.71 - $73.08 $32,985 - $38,440	526 Added 0.52%	102,621 $7.2 Million
Q3 2023 Oct 13, 2023	BUY	$64.72 - $73.09 $2.4 Million - $2.71 Million	37,054 Added 56.97%	102,095 $6.61 Million
Q2 2023 Jul 26, 2023	SELL	$68.97 - $75.66 $18,897 - $20,730	-274 Reduced 0.42%	65,041 $4.57 Million
Q1 2023 May 02, 2023	BUY	$62.32 - $72.5 $143,086 - $166,460	2,296 Added 3.64%	65,315 $4.54 Million
Q4 2022 Jan 11, 2023	BUY	$63.44 - $72.26 $664,343 - $756,706	10,472 Added 19.93%	63,019 $0
Q3 2022 Oct 21, 2022	BUY	$68.0 - $80.16 $542,436 - $639,436	7,977 Added 17.9%	52,547 $3.57 Million
Q2 2022 Jul 14, 2022	BUY	$65.39 - $76.51 $321,064 - $375,664	4,910 Added 12.38%	44,570 $3.18 Million
Q1 2022 May 02, 2022	BUY	$62.84 - $72.51 $908,792 - $1.05 Million	14,462 Added 57.39%	39,660 $2.88 Million
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $258,758 - $290,436	4,235 Added 20.2%	25,198 $1.73 Million
Q3 2021 Oct 19, 2021	BUY	$61.34 - $67.32 $487,591 - $535,126	7,949 Added 61.08%	20,963 $1.3 Million
Q2 2021 Jul 28, 2021	BUY	$60.46 - $66.42 $331,320 - $363,981	5,480 Added 72.74%	13,014 $787,000
Q1 2021 Apr 26, 2021	BUY	$56.72 - $62.32 $81,223 - $89,242	1,432 Added 23.47%	7,534 $468,000
Q4 2020 Feb 09, 2021	BUY	$54.62 - $64.17 $170,032 - $199,761	3,113 Added 104.15%	6,102 $374,000
Q3 2020 Nov 10, 2020	BUY	$51.56 - $55.78 $12,116 - $13,108	235 Added 8.53%	2,989 $174 Million
Q2 2020 Aug 10, 2020	SELL	$50.14 - $60.33 $21,359 - $25,700	-426 Reduced 13.4%	2,754 $148 Million
Q1 2020 May 14, 2020	BUY	$43.23 - $70.85 $19,064 - $31,244	441 Added 16.1%	3,180 $172 Million
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $165,243 - $174,912	2,739 New	2,739 $174,000

Others Institutions Holding SO

# of Institutions

2,489

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 $109B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Southern CO Transaction History