Avidian Wealth Solutions, LLC Southern CO Transaction History

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Southern CO stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,634 shares of SO stock, worth $510,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,634

Previous 4,697 19.95%

Holding current value

$510,327

Previous $431,000 23.67%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$90.83 - $96.0 $85,107 - $89,952	937 Added 19.95%	5,634 $533,000
Q2 2025 Jul 30, 2025	BUY	$84.91 - $92.56 $9,000 - $9,811	106 Added 2.31%	4,697 $431,000
Q1 2025 Apr 25, 2025	SELL	$80.96 - $92.96 $15,139 - $17,383	-187 Reduced 3.91%	4,591 $422,000
Q4 2024 Jan 29, 2025	SELL	$81.5 - $94.15 $201,794 - $233,115	-2,476 Reduced 34.13%	4,778 $393,000
Q3 2024 Oct 30, 2024	BUY	$77.0 - $90.52 $40,271 - $47,341	523 Added 7.77%	7,254 $654,000
Q2 2024 Aug 06, 2024	BUY	$67.77 - $80.71 $33,885 - $40,355	500 Added 8.02%	6,731 $522,000
Q1 2024 May 03, 2024	BUY	$66.25 - $72.24 $11,925 - $13,003	180 Added 2.97%	6,231 $447,000
Q4 2023 Feb 06, 2024	BUY	$62.71 - $73.08 $188 - $219	3 Added 0.05%	6,051 $424,000
Q3 2023 Oct 13, 2023	BUY	$64.72 - $73.09 $46,533 - $52,551	719 Added 13.49%	6,048 $391,000
Q2 2023 Aug 03, 2023	BUY	$68.97 - $75.66 $6,552 - $7,187	95 Added 1.82%	5,329 $374,000
Q1 2023 May 08, 2023	BUY	$62.32 - $72.5 $21,251 - $24,722	341 Added 6.97%	5,234 $364,000
Q4 2022 Feb 06, 2023	SELL	$63.44 - $72.26 $147,434 - $167,932	-2,324 Reduced 32.2%	4,893 $349,000
Q3 2022 Nov 03, 2022	BUY	$68.0 - $80.16 $8,092 - $9,539	119 Added 1.68%	7,217 $491,000
Q2 2022 Jul 29, 2022	BUY	$65.39 - $76.51 $162,428 - $190,050	2,484 Added 53.84%	7,098 $506,000
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $41,851 - $48,291	666 Added 16.87%	4,614 $335,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $8,065 - $9,052	-132 Reduced 3.24%	3,948 $271,000
Q3 2021 Nov 10, 2021	BUY	$61.34 - $67.32 $250,267 - $274,665	4,080 New	4,080 $253,000

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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Avidian Wealth Solutions, LLC Southern CO Transaction History