Cambridge Investment Research Advisors, Inc. Southern CO Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 398,624 shares of SO stock, worth $36 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

398,624

Previous 382,701 4.16%

Holding current value

$36 Million

Previous $34.5 Million 4.92%

% of portfolio

0.11%

Previous 0.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$81.5 - $94.15 $1.3 Million - $1.5 Million	15,923 Added 4.16%	398,624 $32.8 Million
Q3 2024 Oct 28, 2024	BUY	$77.0 - $90.52 $434,203 - $510,442	5,639 Added 1.5%	382,701 $34.5 Million
Q2 2024 Jul 26, 2024	BUY	$67.77 - $80.71 $421,732 - $502,258	6,223 Added 1.68%	377,062 $29.2 Million
Q1 2024 Apr 24, 2024	SELL	$66.25 - $72.24 $312,302 - $340,539	-4,714 Reduced 1.26%	370,839 $26.6 Million
Q4 2023 Feb 09, 2024	SELL	$62.71 - $73.08 $4.4 Million - $5.13 Million	-70,224 Reduced 15.75%	375,553 $26.3 Million
Q3 2023 Oct 24, 2023	BUY	$64.72 - $73.09 $2.7 Million - $3.05 Million	41,668 Added 10.31%	445,777 $28.9 Million
Q2 2023 Jul 13, 2023	BUY	$68.97 - $75.66 $330,504 - $362,562	4,792 Added 1.2%	404,109 $28.4 Million
Q1 2023 May 11, 2023	SELL	$62.32 - $72.5 $4.74 Million - $5.52 Million	-76,139 Reduced 16.01%	399,317 $27.8 Million
Q4 2022 Feb 08, 2023	BUY	$63.44 - $72.26 $1.14 Million - $1.3 Million	17,956 Added 3.92%	475,456 $34 Million
Q3 2022 Oct 17, 2022	BUY	$68.0 - $80.16 $2.43 Million - $2.86 Million	35,710 Added 8.47%	457,500 $31.1 Million
Q2 2022 Jul 13, 2022	BUY	$65.39 - $76.51 $974,768 - $1.14 Million	14,907 Added 3.66%	421,790 $30.1 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $966,290 - $1.11 Million	15,377 Added 3.93%	406,883 $29.5 Million
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $459,960 - $516,270	7,528 Added 1.96%	391,506 $26.8 Million
Q3 2021 Nov 02, 2021	BUY	$61.34 - $67.32 $337,431 - $370,327	5,501 Added 1.45%	383,978 $23.8 Million
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $120,920 - $132,840	2,000 Added 0.53%	378,477 $22.9 Million
Q1 2021 May 07, 2021	BUY	$56.72 - $62.32 $457,787 - $502,984	8,071 Added 2.19%	376,477 $23.4 Million
Q4 2020 Feb 04, 2021	BUY	$54.62 - $64.17 $1.54 Million - $1.81 Million	28,244 Added 8.3%	368,406 $22.6 Million
Q3 2020 Oct 29, 2020	BUY	$51.56 - $55.78 $828,723 - $896,551	16,073 Added 4.96%	340,162 $18.4 Million
Q2 2020 Jul 27, 2020	BUY	$50.14 - $60.33 $1.65 Million - $1.98 Million	32,822 Added 11.27%	324,089 $16.8 Million
Q1 2020 May 08, 2020	BUY	$43.23 - $70.85 $109,371 - $179,250	2,530 Added 0.88%	291,267 $15.8 Million
Q4 2019 Feb 04, 2020	SELL	$60.33 - $63.86 $439,805 - $465,539	-7,290 Reduced 2.46%	288,737 $18.4 Million
Q3 2019 Nov 06, 2019	BUY	$54.84 - $61.98 $920,050 - $1.04 Million	16,777 Added 6.01%	296,027 $18.3 Million
Q3 2019 Oct 28, 2019	SELL	$54.84 - $61.98 $125,912 - $142,306	-2,296 Reduced 0.82%	279,250 $17.2 Million
Q2 2019 Aug 15, 2019	BUY	$51.2 - $56.28 $583,782 - $641,704	11,402 Added 4.22%	281,546 $0
Q1 2019 May 08, 2019	BUY	$43.72 - $52.53 $1.26 Million - $1.51 Million	28,803 Added 11.93%	270,144 $0
Q4 2018 Feb 05, 2019	BUY	$42.79 - $47.56 $631,323 - $701,700	14,754 Added 6.51%	241,341 $10.6 Million
Q3 2018 Nov 02, 2018	SELL	$42.66 - $49.08 $548,138 - $630,628	-12,849 Reduced 5.37%	226,587 $0
Q2 2018 Aug 10, 2018	SELL	$42.73 - $46.6 $421,403 - $459,569	-9,862 Reduced 3.96%	239,436 $0
Q1 2018 May 09, 2018	BUY	$42.92 - $47.2 $474,308 - $521,607	11,051 Added 4.64%	249,298 $0
Q4 2017 Feb 22, 2018	BUY	$48.05 - $53.25 $1.01 Million - $1.12 Million	21,004 Added 9.67%	238,247 $0
Q3 2017 Nov 07, 2017	BUY	$47.92 - $50.64 $334,194 - $353,163	6,974 Added 3.32%	217,243 $10.7 Million
Q2 2017 Aug 08, 2017	BUY	N/A	210,269	210,269 $10.1 Million

Others Institutions Holding SO

# of Institutions

2,335

Shares Held

718M

Call Options Held

4.11M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.4B
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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Cambridge Investment Research Advisors, Inc. Southern CO Transaction History