Morris Financial Concepts, Inc. Southern CO Transaction History

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Southern CO stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,496 shares of SO stock, worth $332,364. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,496

Previous 3,485 0.32%

Holding current value

$332,364

Previous $320,000 3.44%

% of portfolio

0.12%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$90.83 - $96.0 $999 - $1,056	11 Added 0.32%	3,496 $331,000
Q2 2025 Jul 28, 2025	BUY	$84.91 - $92.56 $15,368 - $16,753	181 Added 5.48%	3,485 $320,000
Q1 2025 Apr 29, 2025	SELL	$80.96 - $92.96 $27,688 - $31,792	-342 Reduced 9.38%	3,304 $303,000
Q4 2024 Jan 29, 2025	BUY	$81.5 - $94.15 $27,710 - $32,011	340 Added 10.28%	3,646 $300,000
Q3 2024 Oct 30, 2024	BUY	$77.0 - $90.52 $770 - $905	10 Added 0.3%	3,306 $298,000
Q2 2024 Jul 29, 2024	BUY	$67.77 - $80.71 $5,218 - $6,214	77 Added 2.39%	3,296 $255,000
Q1 2024 Apr 18, 2024	SELL	$66.25 - $72.24 $13,912 - $15,170	-210 Reduced 6.12%	3,219 $230,000
Q4 2023 Jan 29, 2024	SELL	$62.71 - $73.08 $7,901 - $9,208	-126 Reduced 3.54%	3,429 $240,000
Q3 2023 Oct 24, 2023	SELL	$64.72 - $73.09 $48,540 - $54,817	-750 Reduced 17.42%	3,555 $230,000
Q2 2023 Aug 09, 2023	SELL	$68.97 - $75.66 $23,587 - $25,875	-342 Reduced 7.36%	4,305 $302,000
Q1 2023 May 10, 2023	SELL	$62.32 - $72.5 $15,143 - $17,617	-243 Reduced 4.97%	4,647 $323,000
Q4 2022 Jan 19, 2023	SELL	$63.44 - $72.26 $14,654 - $16,692	-231 Reduced 4.51%	4,890 $0
Q3 2022 Oct 25, 2022	BUY	$68.0 - $80.16 $66,300 - $78,156	975 Added 23.52%	5,121 $348,000
Q2 2022 Jul 25, 2022	SELL	$65.39 - $76.51 $523 - $612	-8 Reduced 0.19%	4,146 $296,000
Q1 2022 Apr 29, 2022	SELL	$62.84 - $72.51 $2,576 - $2,972	-41 Reduced 0.98%	4,154 $301,000
Q4 2021 Feb 15, 2022	BUY	$61.1 - $68.58 $256,314 - $287,693	4,195 New	4,195 $288,000

Others Institutions Holding SO

# of Institutions

2,502

Shares Held

750M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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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Morris Financial Concepts, Inc. Southern CO Transaction History