Creative One Wealth, LLC Southern CO Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Creative One Wealth, LLC holds 25,025 shares of SO stock, worth $2.41 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

25,025

Previous 22,442 11.51%

Holding current value

$2.41 Million

Previous $2.06 Million 11.39%

% of portfolio

0.07%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$84.91 - $92.56 $219,322 - $239,082	2,583 Added 11.51%	25,025 $2.3 Million
Q1 2025 May 14, 2025	SELL	$80.96 - $92.96 $1.1 Million - $1.26 Million	-13,526 Reduced 37.61%	22,442 $2.06 Million
Q4 2024 Feb 13, 2025	BUY	$81.5 - $94.15 $337,084 - $389,404	4,136 Added 12.99%	35,968 $2.96 Million
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $758,835 - $892,074	9,855 Added 44.84%	31,832 $2.87 Million
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $23,245 - $27,683	343 Added 1.59%	21,977 $1.7 Million
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $559,878 - $610,500	8,451 Added 64.11%	21,634 $1.55 Million
Q4 2023 Feb 09, 2024	SELL	$62.71 - $73.08 $100,147 - $116,708	-1,597 Reduced 10.81%	13,183 $924,000
Q3 2023 Oct 17, 2023	SELL	$64.72 - $73.09 $353,306 - $398,998	-5,459 Reduced 26.97%	14,780 $957,000
Q2 2023 Aug 16, 2023	BUY	$68.97 - $75.66 $241,670 - $265,112	3,504 Added 20.94%	20,239 $1.42 Million
Q2 2023 Aug 14, 2023	BUY	$68.97 - $75.66 $79,729 - $87,462	1,156 Added 7.42%	16,735 $1.18 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $263,426 - $306,457	4,227 Added 37.24%	15,579 $1.08 Million
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $107,530 - $122,480	1,695 Added 17.55%	11,352 $811,000
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $1.03 Million - $1.21 Million	-15,138 Reduced 61.05%	9,657 $657,000
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $943,577 - $1.1 Million	14,430 Added 139.22%	24,795 $1.77 Million
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $96,459 - $111,302	1,535 Added 17.38%	10,365 $752,000
Q4 2021 Feb 15, 2022	SELL	$61.1 - $68.58 $72,586 - $81,473	-1,188 Reduced 11.86%	8,830 $606,000
Q3 2021 Nov 16, 2021	BUY	$61.34 - $67.32 $171,752 - $188,495	2,800 Added 38.79%	10,018 $621,000
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $604 - $664	10 Added 0.14%	7,218 $437,000
Q1 2021 May 17, 2021	BUY	$56.72 - $62.32 $408,837 - $449,202	7,208 New	7,208 $448,000

Others Institutions Holding SO

# of Institutions

2,481

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 $105B
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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Creative One Wealth, LLC Southern CO Transaction History