Cornerstone Advisory, LLC Southern CO Transaction History

Cornerstone Advisory, LLC

$848 Million
Q2 2025

A detailed history of Cornerstone Advisory, LLC transactions in Southern CO stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 5,276 shares of SO stock, worth $519,316. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,276

Previous 5,201 1.44%

Holding current value

$519,316

Previous $478,000 1.26%

% of portfolio

0.06%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$84.91 - $92.56 $6,368 - $6,942	75 Added 1.44%	5,276 $484,000
Q1 2025 May 07, 2025	SELL	$80.96 - $92.96 $30,926 - $35,510	-382 Reduced 6.84%	5,201 $478,000
Q4 2024 Feb 18, 2025	BUY	$81.5 - $94.15 $14,670 - $16,947	180 Added 3.33%	5,583 $459,000
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $3,388 - $3,982	44 Added 0.82%	5,403 $487,000
Q2 2024 Aug 14, 2024	SELL	$67.77 - $80.71 $16,332 - $19,451	-241 Reduced 4.3%	5,359 $415,000
Q1 2024 May 08, 2024	BUY	$66.25 - $72.24 $34,781 - $37,926	525 Added 10.34%	5,600 $401,000
Q4 2023 Feb 13, 2024	BUY	$62.71 - $73.08 $31,982 - $37,270	510 Added 11.17%	5,075 $355,000
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $5,824 - $6,578	90 Added 2.01%	4,565 $295,000
Q2 2023 Jul 20, 2023	BUY	$68.97 - $75.66 $5,517 - $6,052	80 Added 1.82%	4,475 $314,000
Q1 2023 May 04, 2023	SELL	$62.32 - $72.5 $7,166 - $8,337	-115 Reduced 2.55%	4,395 $305,000
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $13,385 - $15,246	211 Added 4.91%	4,510 $322,000
Q3 2022 Oct 26, 2022	SELL	$68.0 - $80.16 $5,440 - $6,412	-80 Reduced 1.83%	4,299 $292,000
Q2 2022 Aug 02, 2022	SELL	$65.39 - $76.51 $236,907 - $277,195	-3,623 Reduced 45.28%	4,379 $312,000
Q1 2022 May 20, 2022	BUY	$62.84 - $72.51 $95,768 - $110,505	1,524 Added 23.53%	8,002 $580,000
Q4 2021 Feb 23, 2022	BUY	$61.1 - $68.58 $192,526 - $216,095	3,151 Added 94.71%	6,478 $444,000
Q2 2021 Aug 16, 2021	BUY	$60.46 - $66.42 $201,150 - $220,979	3,327 New	3,327 $201,000

Others Institutions Holding SO

# of Institutions

2,491

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 $107B
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

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Cornerstone Advisory, LLC Southern CO Transaction History