Simon Quick Advisors, LLC Southern CO Transaction History

Simon Quick Advisors, LLC

$2.19 Billion
Q3 2025

A detailed history of Simon Quick Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 2,536 shares of SO stock, worth $229,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,536

Previous 2,567 1.21%

Holding current value

$229,710

Previous $235,000 2.13%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$90.83 - $96.0 $2,815 - $2,976	-31 Reduced 1.21%	2,536 $240,000
Q2 2025 Oct 08, 2025	SELL	$84.91 - $92.56 $658,307 - $717,617	-7,753 Reduced 75.13%	2,567 $235,000
Q2 2025 Aug 04, 2025	BUY	$84.91 - $92.56 $309,072 - $336,918	3,640 Added 54.49%	10,320 $947,000
Q1 2025 Apr 15, 2025	BUY	$80.96 - $92.96 $127,269 - $146,133	1,572 Added 30.78%	6,680 $614,000
Q4 2024 Jan 17, 2025	BUY	$81.5 - $94.15 $42,543 - $49,146	522 Added 11.38%	5,108 $420,000

Q3 2024 Oct 15, 2024	BUY	$77.0 - $90.52 $53,515 - $62,911	695 Added 17.86%	4,586 $413,000
Q2 2024 Aug 02, 2024	BUY	$67.77 - $80.71 $73,056 - $87,005	1,078 Added 38.32%	3,891 $301,000
Q1 2024 Apr 19, 2024	BUY	$66.25 - $72.24 $186,361 - $203,211	2,813 New	2,813 $201,000
Q2 2022 Aug 08, 2022	SELL	$65.39 - $76.51 $44,399 - $51,950	-679 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$62.84 - $72.51 $251 - $290	4 Added 0.59%	679 $49,000
Q4 2021 Feb 08, 2022	SELL	$61.1 - $68.58 $977 - $1,097	-16 Reduced 2.32%	675 $46,000
Q3 2021 Oct 27, 2021	SELL	$61.34 - $67.32 $77,963 - $85,563	-1,271 Reduced 64.78%	691 $42,000
Q2 2021 Jul 21, 2021	SELL	$60.46 - $66.42 $34,038 - $37,394	-563 Reduced 22.3%	1,962 $118,000
Q1 2021 May 06, 2021	BUY	$56.72 - $62.32 $114,858 - $126,198	2,025 Added 405.0%	2,525 $156,000
Q4 2020 Jan 27, 2021	BUY	$54.62 - $64.17 $27,310 - $32,085	500 New	500 $31,000
Q1 2020 Apr 09, 2020	SELL	$43.23 - $70.85 $8,818 - $14,453	-204 Closed	0 $0
Q4 2019 Jan 06, 2020	BUY	$60.33 - $63.86 $12,307 - $13,027	204 New	204 $13,000

Others Institutions Holding SO

# of Institutions

2,540

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...

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Simon Quick Advisors, LLC Southern CO Transaction History