Wealth Dimensions Group, Ltd. Southern CO Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Southern CO stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,684 shares of SO stock, worth $686,181. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,684

Previous 7,908 2.83%

Holding current value

$686,181

Previous $650,000 8.62%

% of portfolio

0.17%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$80.96 - $92.96 $18,135 - $20,823	-224 Reduced 2.83%	7,684 $706,000
Q4 2024 Feb 13, 2025	BUY	$81.5 - $94.15 $6,357 - $7,343	78 Added 1.0%	7,908 $650,000
Q3 2024 Nov 12, 2024	SELL	$77.0 - $90.52 $4,620 - $5,431	-60 Reduced 0.76%	7,830 $706,000
Q2 2024 Aug 09, 2024	SELL	$67.77 - $80.71 $42,695 - $50,847	-630 Reduced 7.39%	7,890 $612,000
Q1 2024 May 09, 2024	SELL	$66.25 - $72.24 $10,003 - $10,908	-151 Reduced 1.74%	8,520 $611,000
Q4 2023 Feb 09, 2024	BUY	$62.71 - $73.08 $877 - $1,023	14 Added 0.16%	8,671 $608,000
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $2,847 - $3,215	44 Added 0.51%	8,657 $560,000
Q2 2023 Aug 14, 2023	SELL	$68.97 - $75.66 $344 - $378	-5 Reduced 0.06%	8,613 $605,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $50,728 - $59,015	814 Added 10.43%	8,618 $599,000
Q4 2022 Feb 10, 2023	BUY	$63.44 - $72.26 $5,709 - $6,503	90 Added 1.17%	7,804 $557,000
Q3 2022 Nov 10, 2022	SELL	$68.0 - $80.16 $1,088 - $1,282	-16 Reduced 0.21%	7,714 $525,000
Q2 2022 Aug 05, 2022	BUY	$65.39 - $76.51 $588 - $688	9 Added 0.12%	7,730 $551,000
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $628 - $725	10 Added 0.13%	7,721 $560,000
Q4 2021 Feb 04, 2022	SELL	$61.1 - $68.58 $1,649 - $1,851	-27 Reduced 0.35%	7,711 $529,000
Q4 2020 Feb 17, 2021	BUY	$54.62 - $64.17 $422,649 - $496,547	7,738 New	7,738 $475,000

Others Institutions Holding SO

# of Institutions

2,468

Shares Held

718M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $97.2B
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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Wealth Dimensions Group, Ltd. Southern CO Transaction History