Means Investment Co., Inc. Southern CO Transaction History

Means Investment Co., Inc.

$917 Million
Q1 2025

A detailed history of Means Investment Co., Inc. transactions in Southern CO stock. As of the latest transaction made, Means Investment Co., Inc. holds 9,852 shares of SO stock, worth $905,300. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,852

Previous 13,991 29.58%

Holding current value

$905,300

Previous $1.15 Million 21.37%

% of portfolio

0.1%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$80.96 - $92.96 $335,093 - $384,761	-4,139 Reduced 29.58%	9,852 $905,000
Q4 2024 Jan 24, 2025	BUY	$81.5 - $94.15 $30,725 - $35,494	377 Added 2.77%	13,991 $1.15 Million
Q3 2024 Oct 18, 2024	SELL	$77.0 - $90.52 $30,723 - $36,117	-399 Reduced 2.85%	13,614 $1.23 Million
Q2 2024 Jul 19, 2024	SELL	$67.77 - $80.71 $123,680 - $147,295	-1,825 Reduced 11.52%	14,013 $1.09 Million
Q1 2024 Apr 17, 2024	SELL	$66.25 - $72.24 $91,822 - $100,124	-1,386 Reduced 8.05%	15,838 $1.14 Million
Q4 2023 Jan 25, 2024	SELL	$62.71 - $73.08 $28,783 - $33,543	-459 Reduced 2.6%	17,224 $1.21 Million
Q3 2023 Oct 25, 2023	SELL	$64.72 - $73.09 $31,259 - $35,302	-483 Reduced 2.66%	17,683 $1.14 Million
Q2 2023 Jul 31, 2023	SELL	$68.97 - $75.66 $13,518 - $14,829	-196 Reduced 1.07%	18,166 $1.28 Million
Q1 2023 May 08, 2023	BUY	$62.32 - $72.5 $25,551 - $29,725	410 Added 2.28%	18,362 $1.28 Million
Q4 2022 Jan 27, 2023	BUY	$63.44 - $72.26 $599,825 - $683,218	9,455 Added 111.27%	17,952 $0
Q3 2022 Oct 17, 2022	BUY	$68.0 - $80.16 $7,956 - $9,378	117 Added 1.4%	8,497 $578,000
Q2 2022 Jul 21, 2022	BUY	$65.39 - $76.51 $13,535 - $15,837	207 Added 2.53%	8,380 $598,000
Q1 2022 Apr 26, 2022	BUY	$62.84 - $72.51 $102,115 - $117,828	1,625 Added 24.82%	8,173 $593,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $25,539 - $28,666	-418 Reduced 6.0%	6,548 $449,000
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $29,688 - $32,582	484 Added 7.47%	6,966 $432,000
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $6,348 - $6,974	105 Added 1.65%	6,482 $392,000
Q1 2021 Apr 05, 2021	SELL	$56.72 - $62.32 $44,752 - $49,170	-789 Reduced 11.01%	6,377 $396,000
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $40,145 - $47,164	735 Added 11.43%	7,166 $439,000
Q3 2020 Nov 09, 2020	SELL	$51.56 - $55.78 $8,301 - $8,980	-161 Reduced 2.44%	6,431 $386,000
Q2 2020 Aug 13, 2020	SELL	$50.14 - $60.33 $1,153 - $1,387	-23 Reduced 0.35%	6,592 $357,000
Q1 2020 Apr 23, 2020	BUY	$43.23 - $70.85 $3,501 - $5,738	81 Added 1.24%	6,615 $377,000
Q4 2019 Jan 21, 2020	BUY	$60.33 - $63.86 $22,925 - $24,266	380 Added 6.17%	6,534 $440,000
Q3 2019 Nov 05, 2019	BUY	$54.84 - $61.98 $69,153 - $78,156	1,261 Added 25.77%	6,154 $380,000
Q2 2019 Aug 07, 2019	SELL	$51.2 - $56.28 $27,801 - $30,560	-543 Reduced 9.99%	4,893 $277,000
Q1 2019 Apr 16, 2019	BUY	$43.72 - $52.53 $237,661 - $285,553	5,436 New	5,436 $281,000

Others Institutions Holding SO

# of Institutions

2,395

Shares Held

718M

Call Options Held

4.13M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $100B
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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Means Investment Co., Inc. Southern CO Transaction History