Independent Advisor Alliance Southern CO Transaction History

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025

A detailed history of Independent Advisor Alliance transactions in Southern CO stock. As of the latest transaction made, Independent Advisor Alliance holds 145,410 shares of SO stock, worth $13.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
145,410
Previous 124,108 17.16%
Holding current value
$13.2 Million
Previous $11.4 Million 20.92%
% of portfolio
0.37%
Previous 0.34%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$90.83 - $96.0 $1.93 Million - $2.04 Million
21,302 Added 17.16%
145,410 $13.8 Million
Q2 2025

Aug 11, 2025
SELL
$84.91 - $92.56 $174,235 - $189,933
-2,052 Reduced 1.63%
124,108 $11.4 Million
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
2,535
Shares Held
783M
Call Options Held
4.76M
Put Options Held
3.62M
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 $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
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