Sea Crest Wealth Management, LLC Southern CO Transaction History

Sea Crest Wealth Management, LLC

$882 Million
Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 11,183 shares of SO stock, worth $1.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,183

Previous 12,012 6.9%

Holding current value

$1.01 Million

Previous $1.1 Million 3.99%

% of portfolio

0.12%

Previous 0.13%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$90.83 - $96.0 $75,298 - $79,584	-829 Reduced 6.9%	11,183 $1.06 Million
Q2 2025 Jul 11, 2025	SELL	$84.91 - $92.56 $418,181 - $455,858	-4,925 Reduced 29.08%	12,012 $1.1 Million
Q1 2025 Apr 11, 2025	SELL	$80.96 - $92.96 $12,063 - $13,851	-149 Reduced 0.87%	16,937 $1.56 Million
Q4 2024 Jan 14, 2025	BUY	$81.5 - $94.15 $51,182 - $59,126	628 Added 3.82%	17,086 $1.41 Million
Q3 2024 Oct 16, 2024	SELL	$77.0 - $90.52 $29,645 - $34,850	-385 Reduced 2.29%	16,458 $1.48 Million
Q2 2024 Jul 19, 2024	BUY	$67.77 - $80.71 $4,676 - $5,568	69 Added 0.41%	16,843 $1.31 Million
Q1 2024 Apr 18, 2024	SELL	$66.25 - $72.24 $219,420 - $239,258	-3,312 Reduced 16.49%	16,774 $1.2 Million
Q4 2023 Jan 18, 2024	BUY	$62.71 - $73.08 $25,209 - $29,378	402 Added 2.04%	20,086 $1.41 Million
Q3 2023 Oct 12, 2023	BUY	$64.72 - $73.09 $28,347 - $32,013	438 Added 2.28%	19,684 $1.27 Million
Q2 2023 Jul 14, 2023	BUY	$68.97 - $75.66 $28,898 - $31,701	419 Added 2.23%	19,246 $1.35 Million
Q1 2023 May 11, 2023	BUY	$62.32 - $72.5 $188,393 - $219,167	3,023 Added 19.13%	18,827 $1.31 Million
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $362,052 - $412,387	-5,707 Reduced 26.53%	15,804 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $35,768 - $42,164	526 Added 2.51%	21,511 $1.46 Million
Q2 2022 Aug 09, 2022	BUY	$65.39 - $76.51 $98,215 - $114,918	1,502 Added 7.71%	20,985 $1.5 Million
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $12,128 - $13,994	193 Added 1.0%	19,483 $1.41 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $36,721 - $41,216	601 Added 3.22%	19,290 $1.32 Million
Q3 2021 Nov 16, 2021	BUY	$61.34 - $67.32 $5,520 - $6,058	90 Added 0.48%	18,689 $1.16 Million
Q2 2021 Aug 12, 2021	SELL	$60.46 - $66.42 $14,812 - $16,272	-245 Reduced 1.3%	18,599 $1.13 Million
Q1 2021 May 17, 2021	BUY	$56.72 - $62.32 $57,514 - $63,192	1,014 Added 5.69%	18,844 $1.17 Million
Q4 2020 Feb 09, 2021	SELL	$54.62 - $64.17 $58,498 - $68,726	-1,071 Reduced 5.67%	17,830 $1.1 Million
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $39,855 - $43,117	-773 Reduced 3.93%	18,901 $1.03 Million
Q2 2020 Jul 27, 2020	BUY	$50.14 - $60.33 $145,606 - $175,198	2,904 Added 17.32%	19,674 $1.02 Million
Q1 2020 May 13, 2020	SELL	$43.23 - $70.85 $11,628 - $19,058	-269 Reduced 1.58%	16,770 $908,000
Q4 2019 Jan 22, 2020	BUY	$60.33 - $63.86 $62,320 - $65,967	1,033 Added 6.45%	17,039 $1.09 Million
Q3 2019 Oct 15, 2019	BUY	$54.84 - $61.98 $64,217 - $72,578	1,171 Added 7.89%	16,006 $989,000
Q2 2019 Jul 19, 2019	BUY	$51.2 - $56.28 $51 - $56	1 Added 0.01%	14,835 $820,000
Q1 2019 May 10, 2019	SELL	$43.72 - $52.53 $24,002 - $28,838	-549 Reduced 3.57%	14,834 $767,000
Q4 2018 Feb 13, 2019	SELL	$42.79 - $47.56 $41,206 - $45,800	-963 Reduced 5.89%	15,383 $676,000
Q3 2018 Nov 14, 2018	BUY	$42.66 - $49.08 $28,112 - $32,343	659 Added 4.2%	16,346 $713,000
Q2 2018 Aug 03, 2018	BUY	$42.73 - $46.6 $6,024 - $6,570	141 Added 0.91%	15,687 $726,000
Q1 2018 Apr 20, 2018	BUY	$42.92 - $47.2 $57,083 - $62,776	1,330 Added 9.36%	15,546 $694,000
Q4 2017 Feb 02, 2018	BUY	$48.05 - $53.25 $683,078 - $757,002	14,216	14,216 $684,000

Others Institutions Holding SO

# of Institutions

2,535

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC Southern CO Transaction History