Modera Wealth Management, LLC Southern CO Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Modera Wealth Management, LLC holds 10,478 shares of SO stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,478

Previous 10,765 2.67%

Holding current value

$1 Million

Previous $989,000 2.73%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$84.91 - $92.56 $24,369 - $26,564	-287 Reduced 2.67%	10,478 $962,000
Q1 2025 May 08, 2025	SELL	$80.96 - $92.96 $92,942 - $106,718	-1,148 Reduced 9.64%	10,765 $989,000
Q4 2024 Feb 05, 2025	BUY	$81.5 - $94.15 $242,381 - $280,002	2,974 Added 33.27%	11,913 $980,000
Q3 2024 Oct 24, 2024	SELL	$77.0 - $90.52 $8,393 - $9,866	-109 Reduced 1.2%	8,939 $806,000
Q2 2024 Jul 29, 2024	BUY	$67.77 - $80.71 $8,403 - $10,008	124 Added 1.39%	9,048 $701,000
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $1,921 - $2,094	29 Added 0.33%	8,924 $640,000
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $54,808 - $63,871	-874 Reduced 8.95%	8,895 $623,000
Q3 2023 Nov 01, 2023	SELL	$64.72 - $73.09 $413,107 - $466,533	-6,383 Reduced 39.52%	9,769 $632,000
Q2 2023 Aug 07, 2023	BUY	$68.97 - $75.66 $829,364 - $909,811	12,025 Added 291.37%	16,152 $1.13 Million
Q1 2023 May 05, 2023	SELL	$62.32 - $72.5 $49,482 - $57,565	-794 Reduced 16.13%	4,127 $287,000
Q4 2022 Feb 07, 2023	SELL	$63.44 - $72.26 $36,604 - $41,694	-577 Reduced 10.49%	4,921 $351,000
Q3 2022 Nov 01, 2022	SELL	$68.0 - $80.16 $36,788 - $43,366	-541 Reduced 8.96%	5,498 $374,000
Q2 2022 Jul 27, 2022	BUY	$65.39 - $76.51 $73,956 - $86,532	1,131 Added 23.04%	6,039 $431,000
Q1 2022 May 03, 2022	BUY	$62.84 - $72.51 $49,832 - $57,500	793 Added 19.27%	4,908 $356,000
Q4 2021 Feb 04, 2022	BUY	$61.1 - $68.58 $2,627 - $2,948	43 Added 1.06%	4,115 $282,000
Q3 2021 Nov 04, 2021	BUY	$61.34 - $67.32 $25,640 - $28,139	418 Added 11.44%	4,072 $252,000
Q2 2021 Aug 02, 2021	BUY	$60.46 - $66.42 $241 - $265	4 Added 0.11%	3,654 $221,000
Q1 2021 Apr 29, 2021	SELL	$56.72 - $62.32 $4,083 - $4,487	-72 Reduced 1.93%	3,650 $226,000
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $203,295 - $238,840	3,722 New	3,722 $228,000
Q1 2020 May 12, 2020	SELL	$43.23 - $70.85 $135,396 - $221,902	-3,132 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$60.33 - $63.86 $7,601 - $8,046	-126 Reduced 3.87%	3,132 $200,000
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $178,668 - $201,930	3,258 New	3,258 $201,000

Others Institutions Holding SO

# of Institutions

2,485

Shares Held

752M

Call Options Held

5.94M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $104B
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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Modera Wealth Management, LLC Southern CO Transaction History