Soltis Investment Advisors LLC Southern CO Transaction History

Soltis Investment Advisors LLC

$1.23 Billion
Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,696 shares of SO stock, worth $349,974. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,696

Previous 2,955 25.08%

Holding current value

$349,974

Previous $271,000 25.09%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$84.91 - $92.56 $62,918 - $68,586	741 Added 25.08%	3,696 $339,000
Q1 2025 May 13, 2025	SELL	$80.96 - $92.96 $28,012 - $32,164	-346 Reduced 10.48%	2,955 $271,000
Q4 2024 Jan 29, 2025	BUY	$81.5 - $94.15 $22,657 - $26,173	278 Added 9.2%	3,301 $271,000
Q3 2024 Nov 18, 2024	BUY	$77.0 - $90.52 $33,187 - $39,014	431 Added 16.63%	3,023 $272,000
Q2 2024 Aug 12, 2024	BUY	$67.77 - $80.71 $175,659 - $209,200	2,592 New	2,592 $201,000
Q2 2022 Aug 11, 2022	SELL	$65.39 - $76.51 $345,063 - $403,743	-5,277 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $1.77 Million - $2.04 Million	-28,190 Reduced 84.23%	5,277 $383,000
Q4 2021 Feb 09, 2022	BUY	$61.1 - $68.58 $150,611 - $169,049	2,465 Added 7.95%	33,467 $2.3 Million
Q3 2021 Nov 09, 2021	BUY	$61.34 - $67.32 $118,202 - $129,725	1,927 Added 6.63%	31,002 $1.92 Million
Q2 2021 Aug 04, 2021	BUY	$60.46 - $66.42 $259,373 - $284,941	4,290 Added 17.31%	29,075 $1.76 Million
Q1 2021 May 11, 2021	BUY	$56.72 - $62.32 $310,825 - $341,513	5,480 Added 28.39%	24,785 $1.54 Million
Q4 2020 Feb 10, 2021	BUY	$54.62 - $64.17 $199,745 - $234,669	3,657 Added 23.37%	19,305 $1.19 Million
Q3 2020 Oct 28, 2020	BUY	$51.56 - $55.78 $246,766 - $266,963	4,786 Added 44.06%	15,648 $848,000
Q2 2020 Aug 12, 2020	BUY	$50.14 - $60.33 $241,624 - $290,730	4,819 Added 79.75%	10,862 $563,000
Q1 2020 May 07, 2020	BUY	$43.23 - $70.85 $37,566 - $61,568	869 Added 16.8%	6,043 $327,000
Q4 2019 Feb 12, 2020	BUY	$60.33 - $63.86 $312,147 - $330,411	5,174 New	5,174 $330,000

Others Institutions Holding SO

# of Institutions

2,482

Shares Held

718M

Call Options Held

4.91M

Put Options Held

4.12M

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...

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Soltis Investment Advisors LLC Southern CO Transaction History