J.W. Cole Advisors, Inc. Southern CO Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 90,424 shares of SO stock, worth $8.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

90,424

Previous 83,492 8.3%

Holding current value

$8.5 Million

Previous $7.68 Million 8.15%

% of portfolio

0.18%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$84.91 - $92.56 $588,596 - $641,625	6,932 Added 8.3%	90,424 $8.3 Million
Q1 2025 May 05, 2025	BUY	$80.96 - $92.96 $4.28 Million - $4.92 Million	52,890 Added 172.83%	83,492 $7.68 Million
Q4 2024 Jan 30, 2025	BUY	$81.5 - $94.15 $32,844 - $37,942	403 Added 1.33%	30,602 $2.52 Million
Q3 2024 Oct 24, 2024	BUY	$77.0 - $90.52 $196,735 - $231,278	2,555 Added 9.24%	30,199 $2.72 Million
Q2 2024 Aug 08, 2024	BUY	$67.77 - $80.71 $24,329 - $28,974	359 Added 1.32%	27,644 $2.14 Million
Q1 2024 Apr 30, 2024	BUY	$66.25 - $72.24 $17,490 - $19,071	264 Added 0.98%	27,285 $1.96 Million
Q4 2023 Jan 31, 2024	BUY	$62.71 - $73.08 $228,640 - $266,449	3,646 Added 15.6%	27,021 $1.89 Million
Q3 2023 Oct 24, 2023	SELL	$64.72 - $73.09 $21,098 - $23,827	-326 Reduced 1.38%	23,375 $1.51 Million
Q2 2023 Jul 27, 2023	SELL	$68.97 - $75.66 $82,764 - $90,792	-1,200 Reduced 4.82%	23,701 $1.66 Million
Q1 2023 May 03, 2023	BUY	$62.32 - $72.5 $314,902 - $366,342	5,053 Added 25.46%	24,901 $1.73 Million
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $68,768 - $78,329	-1,084 Reduced 5.18%	19,848 $1.42 Million
Q3 2022 Oct 31, 2022	BUY	$68.0 - $80.16 $70,924 - $83,606	1,043 Added 5.24%	20,932 $1.42 Million
Q2 2022 Jul 27, 2022	BUY	$65.39 - $76.51 $45,642 - $53,403	698 Added 3.64%	19,889 $1.42 Million
Q1 2022 Jun 10, 2022	SELL	$62.84 - $72.51 $71.3 Million - $82.3 Million	-1,134,693 Reduced 98.34%	19,191 $1.39 Million
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $70.9 Million - $81.8 Million	1,127,702 Added 4307.17%	1,153,884 $543,000
Q4 2021 Jan 25, 2022	BUY	$61.1 - $68.58 $2,627 - $2,948	43 Added 0.16%	26,182 $1.8 Million
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $3,619 - $3,971	59 Added 0.23%	26,139 $1.62 Million
Q2 2021 Aug 06, 2021	SELL	$60.46 - $66.42 $86,034 - $94,515	-1,423 Reduced 5.17%	26,080 $1.58 Million
Q1 2021 Apr 28, 2021	BUY	$56.72 - $62.32 $32,103 - $35,273	566 Added 2.1%	27,503 $1.71 Million
Q4 2020 Feb 12, 2021	SELL	$54.62 - $64.17 $2 Million - $2.35 Million	-36,561 Reduced 57.58%	26,937 $1.66 Million
Q3 2020 Nov 05, 2020	BUY	$51.56 - $55.78 $1.92 Million - $2.08 Million	37,321 Added 142.57%	63,498 $3.44 Million
Q2 2020 Aug 07, 2020	BUY	$50.14 - $60.33 $857,694 - $1.03 Million	17,106 Added 188.58%	26,177 $1.36 Million
Q1 2020 May 07, 2020	SELL	$43.23 - $70.85 $1.01 Million - $1.65 Million	-23,319 Reduced 71.99%	9,071 $491,000
Q4 2019 Jan 23, 2020	BUY	$60.33 - $63.86 $1.95 Million - $2.07 Million	32,390 New	32,390 $2.06 Million

Others Institutions Holding SO

# of Institutions

2,505

Shares Held

751M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $102B
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...

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J.W. Cole Advisors, Inc. Southern CO Transaction History