Gps Wealth Strategies Group, LLC Southern CO Transaction History

Gps Wealth Strategies Group, LLC

$881 Million
Q3 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Southern CO stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 5,546 shares of SO stock, worth $502,356. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,546

Previous 5,546 -0.0%

Holding current value

$502,356

Previous $509,000 3.14%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$84.91 - $92.56 $3,990 - $4,350	-47 Reduced 0.84%	5,546 $509,000
Q1 2025 Apr 15, 2025	SELL	$80.96 - $92.96 $31,007 - $35,603	-383 Reduced 6.41%	5,593 $514,000
Q3 2024 Oct 29, 2024	SELL	$77.0 - $90.52 $2,618 - $3,077	-34 Reduced 0.57%	5,976 $538,000
Q2 2024 Jul 16, 2024	SELL	$67.77 - $80.71 $8,471 - $10,088	-125 Reduced 2.04%	6,010 $466,000
Q1 2024 Apr 30, 2024	SELL	$66.25 - $72.24 $80,957 - $88,277	-1,222 Reduced 16.61%	6,135 $440,000

Q4 2023 Jan 12, 2024	SELL	$62.71 - $73.08 $45,966 - $53,567	-733 Reduced 9.06%	7,357 $515,000
Q3 2023 Oct 25, 2023	SELL	$64.72 - $73.09 $42,391 - $47,873	-655 Reduced 7.49%	8,090 $523,000
Q2 2023 Jul 17, 2023	SELL	$68.97 - $75.66 $7,517 - $8,246	-109 Reduced 1.23%	8,745 $614,000
Q1 2023 Apr 17, 2023	BUY	$62.32 - $72.5 $551,781 - $641,915	8,854 New	8,854 $616,000
Q3 2022 Oct 17, 2022	SELL	$68.0 - $80.16 $10,200 - $12,024	-150 Reduced 1.66%	8,867 $603,000
Q2 2022 Jul 19, 2022	SELL	$65.39 - $76.51 $1,242 - $1,453	-19 Reduced 0.21%	9,017 $643,000
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $17,532 - $20,230	279 Added 3.19%	9,036 $655,000
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $65,254 - $73,243	1,068 Added 13.89%	8,757 $601,000
Q3 2021 Oct 20, 2021	BUY	$61.34 - $67.32 $5,275 - $5,789	86 Added 1.13%	7,689 $476,000
Q2 2021 Jul 19, 2021	BUY	$60.46 - $66.42 $122,431 - $134,500	2,025 Added 36.3%	7,603 $460,000
Q1 2021 Apr 15, 2021	BUY	$56.72 - $62.32 $21,270 - $23,370	375 Added 7.21%	5,578 $346,000
Q4 2020 Feb 05, 2021	BUY	$54.62 - $64.17 $10,104 - $11,871	185 Added 3.69%	5,203 $320,000
Q3 2020 Feb 05, 2021	BUY	$51.56 - $55.78 $258,728 - $279,904	5,018 New	5,018 $272,000

Others Institutions Holding SO

# of Institutions

2,540

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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.

Account

Gps Wealth Strategies Group, LLC Southern CO Transaction History