Ivc Wealth Advisors LLC Southern CO Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 5,576 shares of SO stock, worth $540,872. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,576
Previous 5,504 1.31%
Holding current value
$540,872
Previous $505,000 4.55%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 09, 2025
BUY
$90.83 - $96.0 $6,539 - $6,912
72 Added 1.31%
5,576 $528,000
Q2 2025

Jul 22, 2025
SELL
$84.91 - $92.56 $18,000 - $19,622
-212 Reduced 3.71%
5,504 $505,000
Q1 2025

Apr 08, 2025
BUY
$80.96 - $92.96 $323 - $371
4 Added 0.07%
5,716 $525,000
Q4 2024

Jan 17, 2025
SELL
$81.5 - $94.15 $174,084 - $201,104
-2,136 Reduced 27.22%
5,712 $470,000
Q3 2024

Oct 24, 2024
BUY
$77.0 - $90.52 $3,234 - $3,801
42 Added 0.54%
7,848 $707,000
Q2 2024

Jul 16, 2024
BUY
$67.77 - $80.71 $81,662 - $97,255
1,205 Added 18.25%
7,806 $605,000
Q1 2024

Apr 19, 2024
BUY
$66.25 - $72.24 $17,092 - $18,637
258 Added 4.07%
6,601 $473,000
Q4 2023

Jan 10, 2024
SELL
$62.71 - $73.08 $20,067 - $23,385
-320 Reduced 4.8%
6,343 $444,000
Q3 2023

Oct 05, 2023
SELL
$64.72 - $73.09 $3,106 - $3,508
-48 Reduced 0.72%
6,663 $431,000
Q2 2023

Jul 13, 2023
BUY
$68.97 - $75.66 $12,966 - $14,224
188 Added 2.88%
6,711 $471,000
Q1 2023

Apr 13, 2023
SELL
$62.32 - $72.5 $54,031 - $62,857
-867 Reduced 11.73%
6,523 $453,000
Q4 2022

Jan 17, 2023
SELL
$63.44 - $72.26 $28,103 - $32,011
-443 Reduced 5.66%
7,390 $0
Q3 2022

Oct 12, 2022
BUY
$68.0 - $80.16 $81,056 - $95,550
1,192 Added 17.95%
7,833 $533,000
Q2 2022

Jul 11, 2022
SELL
$65.39 - $76.51 $10,135 - $11,859
-155 Reduced 2.28%
6,641 $474,000
Q1 2022

Apr 27, 2022
BUY
$62.84 - $72.51 $10,745 - $12,399
171 Added 2.58%
6,796 $493,000
Q4 2021

Jan 13, 2022
BUY
$61.1 - $68.58 $13,197 - $14,813
216 Added 3.37%
6,625 $454,000
Q3 2021

Oct 08, 2021
SELL
$61.34 - $67.32 $25,026 - $27,466
-408 Reduced 5.99%
6,409 $397,000
Q2 2021

Jul 13, 2021
BUY
$60.46 - $66.42 $27,207 - $29,889
450 Added 7.07%
6,817 $412,000
Q1 2021

Apr 20, 2021
BUY
$56.72 - $62.32 $18,434 - $20,254
325 Added 5.38%
6,367 $396,000
Q4 2020

Feb 01, 2021
BUY
$54.62 - $64.17 $330,014 - $387,715
6,042 New
6,042 $371,000

Others Institutions Holding SO

# of Institutions
2,494
Shares Held
751M
Call Options Held
5.94M
Put Options Held
3.59M
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 $106B
  • 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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