Concord Wealth Partners Southern CO Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Southern CO stock. As of the latest transaction made, Concord Wealth Partners holds 37,567 shares of SO stock, worth $3.4 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

37,567

Previous 44,504 15.59%

Holding current value

$3.4 Million

Previous $4.09 Million 12.87%

% of portfolio

0.5%

Previous 0.61%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$90.83 - $96.0 $630,087 - $665,952	-6,937 Reduced 15.59%	37,567 $3.56 Million
Q2 2025 Jul 25, 2025	BUY	$84.91 - $92.56 $141,969 - $154,760	1,672 Added 3.9%	44,504 $4.09 Million
Q1 2025 May 02, 2025	BUY	$80.96 - $92.96 $216,244 - $248,296	2,671 Added 6.65%	42,832 $3.94 Million
Q4 2024 Jan 23, 2025	BUY	$81.5 - $94.15 $167,238 - $193,195	2,052 Added 5.38%	40,161 $3.31 Million
Q3 2024 Oct 24, 2024	BUY	$77.0 - $90.52 $604,835 - $711,034	7,855 Added 25.96%	38,109 $3.44 Million
Q2 2024 Jul 31, 2024	BUY	$67.77 - $80.71 $27,582 - $32,848	407 Added 1.36%	30,254 $2.35 Million
Q1 2024 Apr 30, 2024	BUY	$66.25 - $72.24 $433,208 - $472,377	6,539 Added 28.05%	29,847 $2.14 Million
Q4 2023 Apr 30, 2024	BUY	$62.71 - $73.08 $163,735 - $190,811	2,611 Added 12.62%	23,308 $1.63 Million
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $163,735 - $190,811	2,611 Added 12.62%	23,308 $1.63 Million
Q3 2023 Apr 30, 2024	SELL	$64.72 - $73.09 $168,983 - $190,837	-2,611 Reduced 11.2%	20,697 $1.34 Million
Q3 2023 Oct 25, 2023	BUY	$64.72 - $73.09 $171,119 - $193,249	2,644 Added 14.65%	20,697 $1.34 Million
Q2 2023 Aug 07, 2023	BUY	$68.97 - $75.66 $379,266 - $416,054	5,499 Added 43.8%	18,053 $1.27 Million
Q1 2023 Apr 26, 2023	BUY	$62.32 - $72.5 $376,163 - $437,610	6,036 Added 92.61%	12,554 $873,000
Q4 2022 Jan 27, 2023	SELL	$63.44 - $72.26 $25,058 - $28,542	-395 Reduced 5.71%	6,518 $465,000
Q3 2022 Nov 10, 2022	SELL	$68.0 - $80.16 $44,540 - $52,504	-655 Reduced 8.65%	6,913 $470,000
Q2 2022 Aug 04, 2022	BUY	$65.39 - $76.51 $4,119 - $4,820	63 Added 0.84%	7,568 $540,000
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $1,005 - $1,160	16 Added 0.21%	7,505 $544,000
Q4 2021 Jan 21, 2022	BUY	$61.1 - $68.58 $46,985 - $52,738	769 Added 11.44%	7,489 $514,000
Q3 2021 Nov 09, 2021	SELL	$61.34 - $67.32 $16,561 - $18,176	-270 Reduced 3.86%	6,720 $416,000
Q2 2021 Jul 29, 2021	SELL	$60.46 - $66.42 $1,088 - $1,195	-18 Reduced 0.26%	6,990 $423,000
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $1,020 - $1,121	18 Added 0.26%	7,008 $436,000
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $381,793 - $448,548	6,990 New	6,990 $429,000

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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Concord Wealth Partners Southern CO Transaction History