Jackson Thornton Asset Management, LLC Southern CO Transaction History

Jackson Thornton Asset Management, LLC

$971 Million
Q3 2025

A detailed history of Jackson Thornton Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 6,275 shares of SO stock, worth $568,389. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,275

Previous 13,980 55.11%

Holding current value

$568,389

Previous $1.28 Million 53.7%

% of portfolio

0.06%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$90.83 - $96.0 $699,845 - $739,680	-7,705 Reduced 55.11%	6,275 $594,000
Q2 2025 Jul 30, 2025	BUY	$84.91 - $92.56 $3,651 - $3,980	43 Added 0.31%	13,980 $1.28 Million
Q1 2025 Apr 29, 2025	BUY	$80.96 - $92.96 $2,752 - $3,160	34 Added 0.24%	13,937 $1.28 Million
Q4 2024 Feb 11, 2025	BUY	$81.5 - $94.15 $263,815 - $304,763	3,237 Added 30.35%	13,903 $1.14 Million
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $231 - $271	3 Added 0.03%	10,666 $961,000

Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $135 - $161	2 Added 0.02%	10,663 $827,000
Q1 2024 May 15, 2024	BUY	$66.25 - $72.24 $993 - $1,083	15 Added 0.14%	10,661 $764,000
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $1,066 - $1,242	-17 Reduced 0.16%	10,646 $746,000
Q3 2023 Nov 07, 2023	SELL	$64.72 - $73.09 $711 - $803	-11 Reduced 0.1%	10,663 $690,000
Q2 2023 Aug 02, 2023	BUY	$68.97 - $75.66 $5,517 - $6,052	80 Added 0.76%	10,674 $749,000
Q1 2023 Aug 03, 2023	SELL	$62.32 - $72.5 $4,985 - $5,800	-80 Reduced 0.75%	10,594 $737,000
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $872 - $1,015	14 Added 0.13%	10,594 $737,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $24,360 - $27,747	-384 Reduced 3.5%	10,580 $755,000
Q3 2022 Nov 01, 2022	BUY	$68.0 - $80.16 $15,164 - $17,875	223 Added 2.08%	10,964 $746,000
Q2 2022 Aug 02, 2022	BUY	$65.39 - $76.51 $3,334 - $3,902	51 Added 0.48%	10,741 $766,000
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $14,264 - $16,459	227 Added 2.17%	10,690 $775,000
Q4 2021 Jun 01, 2022	SELL	$61.1 - $68.58 $404,909 - $454,479	-6,627 Reduced 38.78%	10,463 $718,000
Q4 2021 Feb 07, 2022	BUY	$61.1 - $68.58 $1.04 Million - $1.17 Million	17,090 New	17,090 $1.17 Million

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...

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Jackson Thornton Asset Management, LLC Southern CO Transaction History