Independent Advisor Alliance Southern CO Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in Southern CO stock. As of the latest transaction made, Independent Advisor Alliance holds 126,160 shares of SO stock, worth $12 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

126,160

Previous 139,919 9.83%

Holding current value

$12 Million

Previous $11.5 Million 0.71%

% of portfolio

0.39%

Previous 0.16%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$80.96 - $92.96 $1.11 Million - $1.28 Million	-13,759 Reduced 9.83%	126,160 $11.6 Million
Q4 2024 Feb 07, 2025	BUY	$81.5 - $94.15 $466,587 - $539,008	5,725 Added 4.27%	139,919 $11.5 Million
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $573,111 - $673,740	7,443 Added 5.87%	134,194 $12.1 Million
Q2 2024 Aug 12, 2024	BUY	$67.77 - $80.71 $366,703 - $436,721	5,411 Added 4.46%	126,751 $9.83 Million
Q1 2024 May 08, 2024	SELL	$66.25 - $72.24 $177,881 - $193,964	-2,685 Reduced 2.16%	121,340 $8.7 Million
Q4 2023 Feb 08, 2024	SELL	$62.71 - $73.08 $150,315 - $175,172	-2,397 Reduced 1.9%	124,025 $8.7 Million
Q3 2023 Oct 24, 2023	BUY	$64.72 - $73.09 $691,792 - $781,259	10,689 Added 9.24%	126,422 $8.18 Million
Q2 2023 Jul 28, 2023	BUY	$68.97 - $75.66 $34,485 - $37,830	500 Added 0.43%	115,733 $8.13 Million
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $452,692 - $526,640	7,264 Added 6.73%	115,233 $8.02 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $492,167 - $560,593	7,758 Added 7.74%	107,969 $7.71 Million
Q3 2022 Nov 04, 2022	SELL	$68.0 - $80.16 $8.99 Million - $10.6 Million	-132,192 Reduced 56.88%	100,211 $6.81 Million
Q2 2022 Aug 04, 2022	SELL	$65.39 - $76.51 $32,498 - $38,025	-497 Reduced 0.21%	232,403 $16.6 Million
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $1.05 Million - $1.21 Million	-16,694 Reduced 6.69%	232,900 $16.9 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $515,011 - $578,060	8,429 Added 3.5%	249,594 $17.1 Million
Q3 2021 Nov 01, 2021	BUY	$61.34 - $67.32 $756,138 - $829,853	12,327 Added 5.39%	241,165 $14.9 Million
Q2 2021 Aug 12, 2021	BUY	$60.46 - $66.42 $364,513 - $400,446	6,029 Added 2.71%	228,838 $13.8 Million
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $284,110 - $312,160	5,009 Added 2.3%	222,809 $13.9 Million
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $221,593 - $260,337	4,057 Added 1.9%	217,800 $13.4 Million
Q3 2020 Nov 04, 2020	SELL	$51.56 - $55.78 $35,370 - $38,265	-686 Reduced 0.32%	213,743 $11.6 Million
Q2 2020 Aug 06, 2020	BUY	$50.14 - $60.33 $592,554 - $712,979	11,818 Added 5.83%	214,429 $11.1 Million
Q1 2020 May 14, 2020	SELL	$43.23 - $70.85 $1.75 Million - $2.87 Million	-40,557 Reduced 16.68%	202,611 $11 Million
Q4 2019 Feb 07, 2020	SELL	$60.33 - $63.86 $320,050 - $338,777	-5,305 Reduced 2.14%	243,168 $15.5 Million
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $384,592 - $434,665	7,013 Added 2.9%	248,473 $15.3 Million
Q2 2019 Aug 12, 2019	BUY	$51.2 - $56.28 $1.96 Million - $2.15 Million	38,287 Added 18.84%	241,460 $12.2 Million
Q1 2019 May 07, 2019	BUY	$43.72 - $52.53 $539,767 - $648,535	12,346 Added 6.47%	203,173 $10.5 Million
Q4 2018 Feb 12, 2019	BUY	$42.79 - $47.56 $1.34 Million - $1.49 Million	31,347 Added 19.66%	190,827 $8.42 Million
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $341,450 - $392,836	8,004 Added 5.28%	159,480 $6.65 Million
Q2 2018 Aug 08, 2018	BUY	$42.73 - $46.6 $536,945 - $585,575	12,566 Added 9.05%	151,476 $6.76 Million
Q1 2018 May 15, 2018	BUY	$42.92 - $47.2 $292,070 - $321,196	6,805 Added 5.15%	138,910 $6.14 Million
Q4 2017 Feb 14, 2018	BUY	$48.05 - $53.25 $238,424 - $264,226	4,962 Added 3.9%	132,105 $6.24 Million
Q3 2017 Nov 15, 2017	BUY	$47.92 - $50.64 $809,848 - $855,816	16,900 Added 15.33%	127,143 $6.31 Million
Q2 2017 Aug 14, 2017	BUY	N/A	110,243	110,243 $5.21 Million

Others Institutions Holding SO

# of Institutions

2,476

Shares Held

717M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $104B
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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Southern CO Transaction History