Valmark Advisers, Inc. Southern CO Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Southern CO stock. As of the latest transaction made, Valmark Advisers, Inc. holds 14,584 shares of SO stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,584

Previous 12,662 15.18%

Holding current value

$1.38 Million

Previous $1.16 Million 15.03%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$84.91 - $92.56 $163,197 - $177,900	1,922 Added 15.18%	14,584 $1.34 Million
Q1 2025 Apr 22, 2025	BUY	$80.96 - $92.96 $101,604 - $116,664	1,255 Added 11.0%	12,662 $1.16 Million
Q4 2024 Jan 30, 2025	SELL	$81.5 - $94.15 $27,547 - $31,822	-338 Reduced 2.88%	11,407 $939,000
Q3 2024 Oct 25, 2024	BUY	$77.0 - $90.52 $34,804 - $40,915	452 Added 4.0%	11,745 $1.06 Million
Q2 2024 Jul 31, 2024	SELL	$67.77 - $80.71 $4,472 - $5,326	-66 Reduced 0.58%	11,293 $875,000
Q1 2024 May 03, 2024	BUY	$66.25 - $72.24 $3,312 - $3,611	50 Added 0.44%	11,359 $814,000
Q4 2023 Feb 02, 2024	SELL	$62.71 - $73.08 $74,562 - $86,892	-1,189 Reduced 9.51%	11,309 $792,000
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $1,423 - $1,607	22 Added 0.18%	12,498 $808,000
Q2 2023 Aug 02, 2023	SELL	$68.97 - $75.66 $51,037 - $55,988	-740 Reduced 5.6%	12,476 $876,000
Q1 2023 May 01, 2023	BUY	$62.32 - $72.5 $168,575 - $196,112	2,705 Added 25.73%	13,216 $919,000
Q4 2022 Feb 06, 2023	SELL	$63.44 - $72.26 $8,247 - $9,393	-130 Reduced 1.22%	10,511 $750,000
Q3 2022 Nov 02, 2022	SELL	$68.0 - $80.16 $8,976 - $10,581	-132 Reduced 1.23%	10,641 $724,000
Q2 2022 Aug 01, 2022	SELL	$65.39 - $76.51 $3,007 - $3,519	-46 Reduced 0.43%	10,773 $768,000
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $63,154 - $72,872	1,005 Added 10.24%	10,819 $784,000
Q4 2021 Feb 02, 2022	BUY	$61.1 - $68.58 $56,761 - $63,710	929 Added 10.46%	9,814 $673,000
Q3 2021 Nov 09, 2021	SELL	$61.34 - $67.32 $79,312 - $87,044	-1,293 Reduced 12.7%	8,885 $551,000
Q2 2021 Aug 06, 2021	BUY	$60.46 - $66.42 $163,544 - $179,666	2,705 Added 36.2%	10,178 $616,000
Q1 2021 May 04, 2021	BUY	$56.72 - $62.32 $115,368 - $126,758	2,034 Added 37.4%	7,473 $465,000
Q4 2020 Feb 03, 2021	SELL	$54.62 - $64.17 $70,022 - $82,265	-1,282 Reduced 19.07%	5,439 $334,000
Q3 2020 Nov 09, 2020	SELL	$51.56 - $55.78 $13,147 - $14,223	-255 Reduced 3.66%	6,721 $364,000
Q2 2020 Jul 31, 2020	BUY	$50.14 - $60.33 $124,999 - $150,402	2,493 Added 55.61%	6,976 $362,000
Q1 2020 May 01, 2020	SELL	$43.23 - $70.85 $7,824 - $12,823	-181 Reduced 3.88%	4,483 $243,000
Q4 2019 Jan 31, 2020	BUY	$60.33 - $63.86 $5,671 - $6,002	94 Added 2.06%	4,664 $297,000
Q3 2019 Nov 06, 2019	BUY	$54.84 - $61.98 $28,955 - $32,725	528 Added 13.06%	4,570 $282,000
Q2 2019 Aug 07, 2019	BUY	$51.2 - $56.28 $206,950 - $227,483	4,042 New	4,042 $223,000

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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Southern CO Transaction History