Tru Wealth Advisors, LLC Southern CO Transaction History

Tru Wealth Advisors, LLC

$1.7 Billion
Q2 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 5,369 shares of SO stock, worth $508,390. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,369

Previous 5,370 0.02%

Holding current value

$508,390

Previous $493,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$84.91 - $92.56 $84 - $92	-1 Reduced 0.02%	5,369 $493,000
Q1 2025 Apr 10, 2025	SELL	$80.96 - $92.96 $5,424 - $6,228	-67 Reduced 1.23%	5,370 $493,000
Q4 2024 Jan 15, 2025	BUY	$81.5 - $94.15 $16,626 - $19,206	204 Added 3.9%	5,437 $447,000
Q3 2024 Oct 16, 2024	SELL	$77.0 - $90.52 $15,708 - $18,466	-204 Reduced 3.75%	5,233 $471,000
Q2 2024 Jul 16, 2024	BUY	$67.77 - $80.71 $7,115 - $8,474	105 Added 1.97%	5,437 $421,000
Q1 2024 Apr 15, 2024	BUY	$66.25 - $72.24 $17,026 - $18,565	257 Added 5.06%	5,332 $382,000
Q4 2023 Jan 10, 2024	SELL	$62.71 - $73.08 $8,215 - $9,573	-131 Reduced 2.52%	5,075 $355,000
Q3 2023 Oct 10, 2023	BUY	$64.72 - $73.09 $8,154 - $9,209	126 Added 2.48%	5,206 $336,000
Q1 2023 Apr 25, 2023	BUY	$62.32 - $72.5 $84,318 - $98,092	1,353 Added 36.3%	5,080 $353,000
Q4 2022 Jan 27, 2023	SELL	$63.44 - $72.26 $13,449 - $15,319	-212 Reduced 5.38%	3,727 $0
Q3 2022 Oct 24, 2022	BUY	$68.0 - $80.16 $136 - $160	2 Added 0.05%	3,939 $268,000
Q2 2022 Jul 22, 2022	BUY	$65.39 - $76.51 $19,747 - $23,106	302 Added 8.31%	3,937 $281,000
Q1 2022 Apr 27, 2022	BUY	$62.84 - $72.51 $125 - $145	2 Added 0.06%	3,635 $264,000
Q4 2021 Jan 19, 2022	BUY	$61.1 - $68.58 $122 - $137	2 Added 0.06%	3,633 $249,000
Q3 2021 Oct 29, 2021	BUY	$61.34 - $67.32 $122 - $134	2 Added 0.06%	3,631 $225,000
Q2 2021 Jul 29, 2021	BUY	$60.46 - $66.42 $302 - $332	5 Added 0.14%	3,629 $220,000
Q1 2021 May 10, 2021	BUY	$56.72 - $62.32 $7,713 - $8,475	136 Added 3.9%	3,624 $225,000
Q4 2020 Jan 26, 2021	BUY	$54.62 - $64.17 $190,514 - $223,824	3,488 New	3,488 $214,000

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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Tru Wealth Advisors, LLC Southern CO Transaction History