Foundations Investment Advisors, LLC Southern CO Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 164,123 shares of SO stock, worth $14.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
164,123
Previous 146,632 11.93%
Holding current value
$14.7 Million
Previous $12.1 Million 25.03%
% of portfolio
0.3%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$80.96 - $92.96 $1.42 Million - $1.63 Million
17,491 Added 11.93%
164,123 $15.1 Million
Q4 2024

Jan 22, 2025
BUY
$81.5 - $94.15 $3.39 Million - $3.92 Million
41,631 Added 39.65%
146,632 $12.1 Million
Q3 2024

Oct 21, 2024
BUY
$77.0 - $90.52 $3.07 Million - $3.61 Million
39,840 Added 61.14%
105,001 $9.47 Million
Q2 2024

Aug 02, 2024
BUY
$67.77 - $80.71 $232,857 - $277,319
3,436 Added 5.57%
65,161 $5.05 Million
Q1 2024

May 13, 2024
BUY
$66.25 - $72.24 $113,883 - $124,180
1,719 Added 2.86%
61,725 $4.43 Million
Q4 2023

Feb 08, 2024
SELL
$62.71 - $73.08 $120,403 - $140,313
-1,920 Reduced 3.1%
60,006 $4.21 Million
Q3 2023

Oct 05, 2023
BUY
$64.72 - $73.09 $127,951 - $144,498
1,977 Added 3.3%
61,926 $4.01 Million
Q2 2023

Jul 19, 2023
BUY
$68.97 - $75.66 $102,213 - $112,128
1,482 Added 2.53%
59,949 $4.21 Million
Q1 2023

Apr 25, 2023
BUY
$62.32 - $72.5 $830,850 - $966,570
13,332 Added 29.54%
58,467 $4.07 Million
Q4 2022

Jan 11, 2023
BUY
$63.44 - $72.26 $1.84 Million - $2.1 Million
29,070 Added 180.95%
45,135 $0
Q3 2022

Oct 19, 2022
BUY
$68.0 - $80.16 $354,824 - $418,274
5,218 Added 48.11%
16,065 $1.09 Million
Q2 2022

Jul 08, 2022
BUY
$65.39 - $76.51 $399,729 - $467,705
6,113 Added 129.13%
10,847 $775,000
Q1 2022

Apr 19, 2022
SELL
$62.84 - $72.51 $11,122 - $12,834
-177 Reduced 3.6%
4,734 $360,000
Q4 2021

Jan 21, 2022
BUY
$61.1 - $68.58 $39,715 - $44,577
650 Added 15.25%
4,911 $333,000
Q3 2021

Oct 13, 2021
BUY
$61.34 - $67.32 $9,446 - $10,367
154 Added 3.75%
4,261 $264,000
Q2 2021

Jul 14, 2021
SELL
$60.46 - $66.42 $64,148 - $70,471
-1,061 Reduced 20.53%
4,107 $252,000
Q1 2021

Apr 09, 2021
BUY
$56.72 - $62.32 $61,484 - $67,554
1,084 Added 26.54%
5,168 $325,000
Q4 2020

Jan 13, 2021
BUY
$54.62 - $64.17 $223,068 - $262,070
4,084 New
4,084 $251,000

Others Institutions Holding SO

# of Institutions
2,468
Shares Held
718M
Call Options Held
4.99M
Put Options Held
3.1M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $97.2B
  • 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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