Summit Financial Wealth Advisors, LLC Southern CO Transaction History

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,347 shares of SO stock, worth $505,665. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,347

Previous 5,497 2.73%

Holding current value

$505,665

Previous $452,000 8.63%

% of portfolio

0.1%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$80.96 - $92.96 $12,143 - $13,943	-150 Reduced 2.73%	5,347 $491,000
Q4 2024 Feb 13, 2025	SELL	$81.5 - $94.15 $16,544 - $19,112	-203 Reduced 3.56%	5,497 $452,000
Q2 2024 Aug 12, 2024	SELL	$67.77 - $80.71 $69,193 - $82,404	-1,021 Reduced 15.19%	5,700 $442,000
Q1 2024 May 02, 2024	BUY	$66.25 - $72.24 $21,266 - $23,189	321 Added 5.02%	6,721 $482,000
Q4 2023 Jan 19, 2024	BUY	$62.71 - $73.08 $3,135 - $3,654	50 Added 0.79%	6,400 $448,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $64,720 - $73,090	1,000 Added 18.69%	6,350 $410,000
Q3 2022 Oct 28, 2022	SELL	$68.0 - $80.16 $3,400 - $4,008	-50 Reduced 0.93%	5,350 $349,000
Q2 2022 Jul 26, 2022	BUY	$65.39 - $76.51 $13,078 - $15,302	200 Added 3.85%	5,400 $393,000
Q2 2021 Aug 09, 2021	SELL	$60.46 - $66.42 $6,046 - $6,642	-100 Reduced 1.89%	5,200 $315,000
Q4 2020 Jan 11, 2021	SELL	$54.62 - $64.17 $16,386 - $19,251	-300 Reduced 5.36%	5,300 $287,000
Q4 2019 Jan 28, 2020	SELL	$60.33 - $63.86 $61,777 - $65,392	-1,024 Reduced 15.46%	5,600 $391,000
Q4 2018 Feb 01, 2019	SELL	$42.79 - $47.56 $28,712 - $31,912	-671 Reduced 9.2%	6,624 $291,000
Q3 2018 Oct 22, 2018	BUY	$42.66 - $49.08 $110,660 - $127,313	2,594 Added 55.18%	7,295 $322,000
Q1 2018 Apr 09, 2018	BUY	$42.92 - $47.2 $201,766 - $221,887	4,701 New	4,701 $210,000
Q1 2018 Apr 06, 2018	SELL	$42.92 - $47.2 $213,913 - $235,244	-4,984 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	$48.05 - $53.25 $816 - $905	-17 Reduced 0.34%	4,984 $240,000
Q3 2017 Nov 06, 2017	SELL	$47.92 - $50.64 $485,908 - $513,489	-10,140 Reduced 66.97%	5,001 $246,000
Q2 2017 Aug 14, 2017	BUY	N/A	15,141	15,141 $725,000

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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Summit Financial Wealth Advisors, LLC Southern CO Transaction History