Legacy Wealth Asset Management, LLC Southern CO Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 9,869 shares of SO stock, worth $881,301. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,869

Previous 10,033 1.63%

Holding current value

$881,301

Previous $825,000 9.94%

% of portfolio

0.28%

Previous 0.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$80.96 - $92.96 $13,277 - $15,245	-164 Reduced 1.63%	9,869 $907,000
Q4 2024 Jan 14, 2025	SELL	$81.5 - $94.15 $10,513 - $12,145	-129 Reduced 1.27%	10,033 $825,000
Q3 2024 Oct 23, 2024	SELL	$77.0 - $90.52 $2,002 - $2,353	-26 Reduced 0.26%	10,162 $916,000
Q2 2024 Aug 14, 2024	SELL	$67.77 - $80.71 $74,208 - $88,377	-1,095 Reduced 9.7%	10,188 $790,000
Q1 2024 Apr 19, 2024	BUY	$66.25 - $72.24 $8,215 - $8,957	124 Added 1.11%	11,283 $809,000
Q4 2023 Jan 10, 2024	BUY	$62.71 - $73.08 $313 - $365	5 Added 0.04%	11,159 $782,000
Q3 2023 Oct 31, 2023	SELL	$64.72 - $73.09 $129 - $146	-2 Reduced 0.02%	11,154 $721,000
Q2 2023 Aug 04, 2023	SELL	$68.97 - $75.66 $30,415 - $33,366	-441 Reduced 3.8%	11,156 $783,000
Q1 2023 Apr 21, 2023	BUY	$62.32 - $72.5 $810 - $942	13 Added 0.11%	11,597 $806,000
Q4 2022 Feb 02, 2023	BUY	$63.44 - $72.26 $12,370 - $14,090	195 Added 1.71%	11,584 $827,000
Q3 2022 Oct 14, 2022	SELL	$68.0 - $80.16 $194,208 - $228,936	-2,856 Reduced 20.05%	11,389 $774,000
Q2 2022 Jul 19, 2022	SELL	$65.39 - $76.51 $326 - $382	-5 Reduced 0.04%	14,245 $1.02 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $21,428 - $24,725	341 Added 2.45%	14,250 $1.03 Million
Q4 2021 Feb 10, 2022	BUY	$61.1 - $68.58 $74,908 - $84,079	1,226 Added 9.67%	13,909 $954,000
Q3 2021 Oct 19, 2021	BUY	$61.34 - $67.32 $8,219 - $9,020	134 Added 1.07%	12,683 $786,000
Q2 2021 Jul 14, 2021	BUY	$60.46 - $66.42 $18,984 - $20,855	314 Added 2.57%	12,549 $759,000
Q1 2021 Apr 20, 2021	BUY	$56.72 - $62.32 $16,505 - $18,135	291 Added 2.44%	12,235 $761,000
Q4 2020 Mar 25, 2021	BUY	$54.62 - $64.17 $652,381 - $766,446	11,944 New	11,944 $734,000

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...

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Legacy Wealth Asset Management, LLC Southern CO Transaction History