Dakota Wealth Management Southern CO Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Southern CO stock. As of the latest transaction made, Dakota Wealth Management holds 7,305 shares of SO stock, worth $661,686. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,305

Previous 112,459 93.5%

Holding current value

$661,686

Previous $10.7 Million 93.8%

% of portfolio

0.01%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$90.58 - $99.72 $9.52 Million - $10.5 Million	-105,154 Reduced 93.5%	7,305 $661,000
Q3 2025 Nov 10, 2025	SELL	$90.83 - $96.0 $2.53 Million - $2.67 Million	-27,848 Reduced 19.85%	112,459 $10.7 Million
Q2 2025 Jul 16, 2025	SELL	$84.91 - $92.56 $6,283 - $6,849	-74 Reduced 0.05%	140,307 $12.9 Million
Q1 2025 May 01, 2025	SELL	$80.96 - $92.96 $2.3 Million - $2.64 Million	-28,428 Reduced 16.84%	140,381 $12.9 Million
Q4 2024 Jan 17, 2025	SELL	$81.5 - $94.15 $296,660 - $342,706	-3,640 Reduced 2.11%	168,809 $13.9 Million

Q3 2024 Oct 23, 2024	SELL	$77.0 - $90.52 $937,937 - $1.1 Million	-12,181 Reduced 6.6%	172,449 $15.5 Million
Q2 2024 Jul 19, 2024	BUY	$67.77 - $80.71 $12,469 - $14,850	184 Added 0.1%	184,630 $14.3 Million
Q1 2024 Apr 24, 2024	BUY	$66.25 - $72.24 $12 Million - $13.1 Million	180,981 Added 5223.12%	184,446 $13.2 Million
Q4 2023 Jan 30, 2024	BUY	$62.71 - $73.08 $217,290 - $253,222	3,465 New	3,465 $242,000
Q2 2021 Aug 02, 2021	SELL	$60.46 - $66.42 $299,337 - $328,845	-4,951 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$56.72 - $62.32 $3,970 - $4,362	-70 Reduced 1.39%	4,951 $307,000
Q3 2020 Nov 04, 2020	SELL	$51.56 - $55.78 $32,998 - $35,699	-640 Reduced 11.31%	5,021 $272,000
Q2 2020 Aug 07, 2020	SELL	$50.14 - $60.33 $9,025 - $10,859	-180 Reduced 3.08%	5,661 $294,000
Q1 2020 Apr 29, 2020	BUY	$43.23 - $70.85 $89,961 - $147,438	2,081 Added 55.35%	5,841 $317,000
Q4 2019 Feb 06, 2020	SELL	$60.33 - $63.86 $7,842 - $8,301	-130 Reduced 3.34%	3,760 $240,000
Q3 2019 Nov 14, 2019	SELL	$54.84 - $61.98 $4,387 - $4,958	-80 Reduced 2.02%	3,890 $240,000
Q2 2019 Aug 07, 2019	SELL	$51.2 - $56.28 $5,120 - $5,628	-100 Reduced 2.46%	3,970 $222,000
Q1 2019 Apr 29, 2019	BUY	$43.72 - $52.53 $177,940 - $213,797	4,070 New	4,070 $211,000
Q3 2018 Nov 07, 2018	SELL	$42.66 - $49.08 $184,291 - $212,025	-4,320 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$42.73 - $46.6 $184,593 - $201,312	4,320 New	4,320 $200,000

Others Institutions Holding SO

# of Institutions

2,541

Shares Held

784M

Call Options Held

4.43M

Put Options Held

4.55M

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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Dakota Wealth Management Southern CO Transaction History