Sunburst Financial Group, LLC Southern CO Transaction History

Sunburst Financial Group, LLC

$427 Million
Q2 2025

A detailed history of Sunburst Financial Group, LLC transactions in Southern CO stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 10,222 shares of SO stock, worth $967,818. This represents 0.22% of its overall portfolio holdings.

Number of Shares

10,222

Previous 10,239 0.17%

Holding current value

$967,818

Previous $941,000 0.32%

% of portfolio

0.22%

Previous 0.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$84.91 - $92.56 $1,443 - $1,573	-17 Reduced 0.17%	10,222 $938,000
Q1 2025 May 08, 2025	BUY	$80.96 - $92.96 $404 - $464	5 Added 0.05%	10,239 $941,000
Q4 2024 Jan 29, 2025	SELL	$81.5 - $94.15 $18,908 - $21,842	-232 Reduced 2.22%	10,234 $842,000
Q3 2024 Oct 25, 2024	BUY	$77.0 - $90.52 $154 - $181	2 Added 0.02%	10,466 $943,000
Q2 2024 Jul 12, 2024	SELL	$67.77 - $80.71 $10,572 - $12,590	-156 Reduced 1.47%	10,464 $811,000
Q1 2024 Apr 15, 2024	SELL	$66.25 - $72.24 $26,963 - $29,401	-407 Reduced 3.69%	10,620 $761,000
Q4 2023 Jan 08, 2024	BUY	$62.71 - $73.08 $29,097 - $33,909	464 Added 4.39%	11,027 $773,000
Q3 2023 Oct 19, 2023	BUY	$64.72 - $73.09 $129 - $146	2 Added 0.02%	10,563 $683,000
Q2 2023 Jul 11, 2023	SELL	$68.97 - $75.66 $17,104 - $18,763	-248 Reduced 2.29%	10,561 $741,000
Q1 2023 May 08, 2023	SELL	$62.32 - $72.5 $1,433 - $1,667	-23 Reduced 0.21%	10,809 $752,000
Q4 2022 Jan 20, 2023	BUY	$63.44 - $72.26 $23,345 - $26,591	368 Added 3.52%	10,832 $0
Q3 2022 Oct 13, 2022	BUY	$68.0 - $80.16 $45,424 - $53,546	668 Added 6.82%	10,464 $712,000
Q2 2022 Jul 29, 2022	SELL	$65.39 - $76.51 $5,558 - $6,503	-85 Reduced 0.86%	9,796 $699,000
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $18,977 - $21,898	-302 Reduced 2.97%	9,881 $716,000
Q4 2021 Feb 02, 2022	BUY	$61.1 - $68.58 $17,719 - $19,888	290 Added 2.93%	10,183 $698,000
Q3 2021 Nov 09, 2021	SELL	$61.34 - $67.32 $3,128 - $3,433	-51 Reduced 0.51%	9,893 $613,000
Q2 2021 Jul 23, 2021	BUY	$60.46 - $66.42 $30,592 - $33,608	506 Added 5.36%	9,944 $602,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $28,246 - $31,035	498 Added 5.57%	9,438 $587,000
Q4 2020 Jan 20, 2021	BUY	$54.62 - $64.17 $273 - $320	5 Added 0.06%	8,940 $549,000
Q3 2020 Oct 16, 2020	BUY	$51.56 - $55.78 $20,675 - $22,367	401 Added 4.7%	8,935 $484,000
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $34,897 - $41,989	696 Added 8.88%	8,534 $442,000
Q1 2020 May 04, 2020	BUY	$43.23 - $70.85 $48,201 - $78,997	1,115 Added 16.58%	7,838 $424,000
Q4 2019 Jan 30, 2020	BUY	$60.33 - $63.86 $405,598 - $429,330	6,723 New	6,723 $428,000

Others Institutions Holding SO

# of Institutions

2,481

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...

More about SO

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Sunburst Financial Group, LLC Southern CO Transaction History