Pinnacle Wealth Planning Services, Inc. Southern CO Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Southern CO stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 7,468 shares of SO stock, worth $706,024. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,468

Previous 5,902 26.53%

Holding current value

$706,024

Previous $542,000 26.38%

% of portfolio

0.09%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$84.91 - $92.56 $132,969 - $144,948	1,566 Added 26.53%	7,468 $685,000
Q1 2025 May 15, 2025	BUY	$80.96 - $92.96 $2,833 - $3,253	35 Added 0.6%	5,902 $542,000
Q4 2024 Feb 06, 2025	SELL	$81.5 - $94.15 $168,542 - $194,702	-2,068 Reduced 26.06%	5,867 $482,000
Q3 2024 Nov 13, 2024	SELL	$77.0 - $90.52 $14,784 - $17,379	-192 Reduced 2.36%	7,935 $715,000
Q2 2024 Aug 09, 2024	BUY	$67.77 - $80.71 $1,423 - $1,694	21 Added 0.26%	8,127 $630,000
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $15,303 - $16,687	231 Added 2.93%	8,106 $581,000
Q4 2023 Feb 07, 2024	SELL	$62.71 - $73.08 $10,284 - $11,985	-164 Reduced 2.04%	7,875 $552,000
Q3 2023 Nov 07, 2023	SELL	$64.72 - $73.09 $517 - $584	-8 Reduced 0.1%	8,039 $520,000
Q2 2023 Aug 07, 2023	SELL	$68.97 - $75.66 $9,173 - $10,062	-133 Reduced 1.63%	8,047 $565,000
Q1 2023 May 03, 2023	BUY	$62.32 - $72.5 $57,708 - $67,135	926 Added 12.77%	8,180 $569,000
Q4 2022 Feb 13, 2023	SELL	$63.44 - $72.26 $56,017 - $63,805	-883 Reduced 10.85%	7,254 $518,000
Q3 2022 Nov 09, 2022	BUY	$68.0 - $80.16 $13,804 - $16,272	203 Added 2.56%	8,137 $553,000
Q2 2022 Aug 03, 2022	BUY	$65.39 - $76.51 $5,558 - $6,503	85 Added 1.08%	7,934 $566,000
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $68,998 - $79,615	1,098 Added 16.26%	7,849 $569,000
Q4 2021 Jan 21, 2022	BUY	$61.1 - $68.58 $5,865 - $6,583	96 Added 1.44%	6,751 $463,000
Q3 2021 Oct 29, 2021	BUY	$61.34 - $67.32 $43,858 - $48,133	715 Added 12.04%	6,655 $412,000
Q2 2021 Aug 02, 2021	BUY	$60.46 - $66.42 $1,148 - $1,261	19 Added 0.32%	5,940 $360,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $24,956 - $27,420	440 Added 8.03%	5,921 $368,000
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $19,171 - $22,523	351 Added 6.84%	5,481 $337,000
Q3 2020 Nov 03, 2020	BUY	$51.56 - $55.78 $32,379 - $35,029	628 Added 13.95%	5,130 $278,000
Q2 2020 Jul 27, 2020	SELL	$50.14 - $60.33 $99,126 - $119,272	-1,977 Reduced 30.51%	4,502 $233,000
Q1 2020 May 11, 2020	BUY	$43.23 - $70.85 $55,204 - $90,475	1,277 Added 24.55%	6,479 $350,000
Q4 2019 Feb 07, 2020	BUY	$60.33 - $63.86 $43,316 - $45,851	718 Added 16.01%	5,202 $331,000
Q3 2019 Oct 31, 2019	BUY	$54.84 - $61.98 $245,902 - $277,918	4,484 New	4,484 $276,000

Others Institutions Holding SO

# of Institutions

2,483

Shares Held

752M

Call Options Held

5.97M

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 $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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Pinnacle Wealth Planning Services, Inc. Southern CO Transaction History