Leavell Investment Management, Inc. Southern CO Transaction History

Leavell Investment Management, Inc.

$1.98 Billion
Q1 2025

A detailed history of Leavell Investment Management, Inc. transactions in Southern CO stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 184,949 shares of SO stock, worth $16.5 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

184,949

Previous 182,606 1.28%

Holding current value

$16.5 Million

Previous $15 Million 13.13%

% of portfolio

0.86%

Previous 0.75%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$80.96 - $92.96 $189,689 - $217,805	2,343 Added 1.28%	184,949 $17 Million
Q4 2024 Jan 29, 2025	SELL	$81.5 - $94.15 $271,558 - $313,707	-3,332 Reduced 1.79%	182,606 $15 Million
Q3 2024 Nov 01, 2024	BUY	$77.0 - $90.52 $1.11 Million - $1.31 Million	14,478 Added 8.44%	185,938 $16.8 Million
Q2 2024 Jul 17, 2024	BUY	$67.77 - $80.71 $161,970 - $192,896	2,390 Added 1.41%	171,460 $13.3 Million
Q1 2024 Apr 24, 2024	SELL	$66.25 - $72.24 $301,702 - $328,980	-4,554 Reduced 2.62%	169,070 $12.1 Million
Q4 2023 Jan 23, 2024	BUY	$62.71 - $73.08 $266,956 - $311,101	4,257 Added 2.51%	173,624 $12.2 Million
Q3 2023 Oct 16, 2023	BUY	$64.72 - $73.09 $598,012 - $675,351	9,240 Added 5.77%	169,367 $11 Million
Q2 2023 Jul 19, 2023	BUY	$68.97 - $75.66 $413 - $453	6 Added 0.0%	160,127 $11.2 Million
Q1 2023 Apr 13, 2023	SELL	$62.32 - $72.5 $79,084 - $92,002	-1,269 Reduced 0.79%	160,121 $11.1 Million
Q4 2022 Jan 17, 2023	BUY	$63.44 - $72.26 $97,380 - $110,919	1,535 Added 0.96%	161,390 $11.5 Million
Q3 2022 Oct 17, 2022	BUY	$68.0 - $80.16 $371,552 - $437,994	5,464 Added 3.54%	159,855 $10.9 Million
Q2 2022 Jul 28, 2022	BUY	$65.39 - $76.51 $214,086 - $250,493	3,274 Added 2.17%	154,391 $11 Million
Q1 2022 Apr 21, 2022	BUY	$62.84 - $72.51 $119,961 - $138,421	1,909 Added 1.28%	151,117 $11 Million
Q4 2021 Jan 20, 2022	BUY	$61.1 - $68.58 $110,346 - $123,855	1,806 Added 1.23%	149,208 $10.2 Million
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $22,573 - $24,773	368 Added 0.25%	147,402 $9.14 Million
Q1 2021 Apr 15, 2021	BUY	$56.72 - $62.32 $39,874 - $43,810	703 Added 0.48%	147,034 $9.14 Million
Q4 2020 Jan 26, 2021	BUY	$54.62 - $64.17 $311,661 - $366,154	5,706 Added 4.06%	146,331 $8.99 Million
Q3 2020 Oct 27, 2020	BUY	$51.56 - $55.78 $49,549 - $53,604	961 Added 0.69%	140,625 $7.63 Million
Q2 2020 Jul 23, 2020	BUY	$50.14 - $60.33 $78,067 - $93,933	1,557 Added 1.13%	139,664 $7.24 Million
Q1 2020 Apr 16, 2020	BUY	$43.23 - $70.85 $79,370 - $130,080	1,836 Added 1.35%	138,107 $7.48 Million
Q4 2019 Jan 22, 2020	SELL	$60.33 - $63.86 $30,647 - $32,440	-508 Reduced 0.37%	136,271 $8.68 Million
Q3 2019 Oct 28, 2019	BUY	$54.84 - $61.98 $351,634 - $397,415	6,412 Added 4.92%	136,779 $8.45 Million
Q2 2019 Jul 18, 2019	BUY	$51.2 - $56.28 $196,096 - $215,552	3,830 Added 3.03%	130,367 $7.21 Million
Q1 2019 Apr 16, 2019	BUY	$43.72 - $52.53 $28,811 - $34,617	659 Added 0.52%	126,537 $6.54 Million
Q4 2018 Jan 24, 2019	SELL	$42.79 - $47.56 $4,920 - $5,469	-115 Reduced 0.09%	125,878 $5.53 Million
Q3 2018 Oct 22, 2018	SELL	$42.66 - $49.08 $1,493 - $1,717	-35 Reduced 0.03%	125,993 $5.49 Million
Q2 2018 Jul 23, 2018	SELL	$42.73 - $46.6 $66,103 - $72,090	-1,547 Reduced 1.21%	126,028 $5.84 Million
Q1 2018 Apr 25, 2018	SELL	$42.92 - $47.2 $2.16 Million - $2.38 Million	-50,391 Reduced 28.31%	127,575 $5.7 Million
Q4 2017 Jan 11, 2018	SELL	$48.05 - $53.25 $594,762 - $659,128	-12,378 Reduced 6.5%	177,966 $8.56 Million
Q3 2017 Oct 25, 2017	BUY	$47.92 - $50.64 $9.12 Million - $9.64 Million	190,344	190,344 $9.35 Million

Others Institutions Holding SO

# of Institutions

2,468

Shares Held

718M

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 $97.2B
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 Leavell Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leavell Investment Management, Inc. with notifications on news.

Account

Leavell Investment Management, Inc. Southern CO Transaction History