Bragg Financial Advisors, Inc Southern CO Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q1 2025

A detailed history of Bragg Financial Advisors, Inc transactions in Southern CO stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 150,975 shares of SO stock, worth $14.3 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

150,975

Previous 149,724 0.84%

Holding current value

$14.3 Million

Previous $12.3 Million 12.63%

% of portfolio

0.58%

Previous 0.51%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$80.96 - $92.96 $101,280 - $116,292	1,251 Added 0.84%	150,975 $13.9 Million
Q4 2024 Feb 13, 2025	SELL	$81.5 - $94.15 $11,817 - $13,651	-145 Reduced 0.1%	149,724 $12.3 Million
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $127,435 - $149,810	1,655 Added 1.12%	149,869 $13.5 Million
Q2 2024 Aug 15, 2024	BUY	$67.77 - $80.71 $64,720 - $77,078	955 Added 0.65%	148,214 $11.5 Million
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $176,755 - $192,736	2,668 Added 1.85%	147,259 $10.6 Million
Q4 2023 Feb 14, 2024	BUY	$62.71 - $73.08 $200,609 - $233,782	3,199 Added 2.26%	144,591 $10.1 Million
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $206,133 - $232,791	3,185 Added 2.3%	141,392 $9.15 Million
Q2 2023 Aug 15, 2023	BUY	$68.97 - $75.66 $512,378 - $562,078	7,429 Added 5.68%	138,207 $9.71 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $287,793 - $334,805	4,618 Added 3.66%	130,778 $9.1 Million
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $789,447 - $899,203	12,444 Added 10.94%	126,160 $9.01 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $370,872 - $437,192	5,454 Added 5.04%	113,716 $7.73 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $296,609 - $347,049	4,536 Added 4.37%	108,262 $7.72 Million
Q1 2022 May 11, 2022	SELL	$62.84 - $72.51 $384,580 - $443,761	-6,120 Reduced 5.57%	103,726 $7.52 Million
Q3 2021 Nov 15, 2021	SELL	$61.34 - $67.32 $232,907 - $255,614	-3,797 Reduced 3.34%	109,846 $6.81 Million
Q2 2021 Aug 16, 2021	SELL	$60.46 - $66.42 $219,167 - $240,772	-3,625 Reduced 3.09%	113,643 $6.88 Million
Q1 2021 May 14, 2021	SELL	$56.72 - $62.32 $672,018 - $738,367	-11,848 Reduced 9.18%	117,268 $7.29 Million
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $24,196 - $28,427	443 Added 0.34%	129,116 $7.93 Million
Q3 2020 Nov 13, 2020	BUY	$51.56 - $55.78 $68,265 - $73,852	1,324 Added 1.04%	128,673 $6.98 Million
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $241,574 - $290,669	-4,818 Reduced 3.65%	127,349 $6.6 Million
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $229,248 - $375,717	-5,303 Reduced 3.86%	132,167 $7.16 Million
Q4 2019 Feb 14, 2020	SELL	$60.33 - $63.86 $64,975 - $68,777	-1,077 Reduced 0.78%	137,470 $8.76 Million
Q3 2019 Nov 14, 2019	SELL	$54.84 - $61.98 $116,535 - $131,707	-2,125 Reduced 1.51%	138,547 $8.56 Million
Q2 2019 Aug 14, 2019	SELL	$51.2 - $56.28 $70,656 - $77,666	-1,380 Reduced 0.97%	140,672 $7.78 Million
Q1 2019 May 13, 2019	SELL	$43.72 - $52.53 $134,045 - $161,056	-3,066 Reduced 2.11%	142,052 $7.34 Million
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $106,889 - $118,804	2,498 Added 1.75%	145,118 $6.37 Million
Q3 2018 Nov 14, 2018	BUY	$42.66 - $49.08 $152,296 - $175,215	3,570 Added 2.57%	142,620 $6.22 Million
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $76,785 - $83,740	1,797 Added 1.31%	139,050 $6.44 Million
Q1 2018 May 14, 2018	BUY	$42.92 - $47.2 $268,807 - $295,613	6,263 Added 4.78%	137,253 $6.13 Million
Q4 2017 Feb 14, 2018	BUY	$48.05 - $53.25 $133,194 - $147,609	2,772 Added 2.16%	130,990 $6.3 Million
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $6.14 Million - $6.49 Million	128,218	128,218 $6.3 Million

Others Institutions Holding SO

# of Institutions

2,482

Shares Held

718M

Call Options Held

4.91M

Put Options Held

4.12M

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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Bragg Financial Advisors, Inc Southern CO Transaction History