Wealth Management Associates, Inc. Southern CO Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Southern CO stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 4,793 shares of SO stock, worth $431,370. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,793

Previous 5,523 13.22%

Holding current value

$431,370

Previous $455 Million 3.07%

% of portfolio

0.19%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$80.96 - $92.96 $59,100 - $67,860	-730 Reduced 13.22%	4,793 $441 Million
Q4 2024 May 28, 2025	SELL	$81.5 - $94.15 $40,750 - $47,075	-500 Reduced 8.3%	5,523 $455 Million
Q3 2024 May 28, 2025	BUY	$77.0 - $90.52 $96,712 - $113,693	1,256 Added 26.35%	6,023 $543 Million
Q1 2024 May 28, 2025	BUY	$66.25 - $72.24 $10,533 - $11,486	159 Added 3.45%	4,767 $370 Million
Q4 2023 May 28, 2025	BUY	$62.71 - $73.08 $2,571 - $2,996	41 Added 0.9%	4,608 $323 Million
Q3 2023 May 28, 2025	BUY	$64.72 - $73.09 $35,337 - $39,907	546 Added 13.58%	4,567 $296 Million
Q2 2023 May 28, 2025	SELL	$68.97 - $75.66 $2,689 - $2,950	-39 Reduced 0.96%	4,021 $282 Million
Q1 2023 May 28, 2025	BUY	$62.32 - $72.5 $50,479 - $58,725	810 Added 24.92%	4,060 $282 Million
Q4 2022 May 28, 2025	SELL	$63.44 - $72.26 $31,720 - $36,130	-500 Reduced 13.33%	3,250 $232 Million
Q3 2022 May 28, 2025	BUY	$68.0 - $80.16 $34,000 - $40,080	500 Added 15.38%	3,750 $255 Million
Q3 2021 May 28, 2025	BUY	$61.34 - $67.32 $199,355 - $218,789	3,250 New	3,250 $201 Million
Q2 2021 May 28, 2025	SELL	$60.46 - $66.42 $216,809 - $238,182	-3,586 Closed	0 $0
Q4 2020 May 28, 2025	BUY	$54.62 - $64.17 $195,867 - $230,113	3,586 New	3,586 $220 Million

Others Institutions Holding SO

# of Institutions

2,467

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 $98B
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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Wealth Management Associates, Inc. Southern CO Transaction History