Wealth Quarterback LLC Southern CO Transaction History

Wealth Quarterback LLC

$241 Million
Q3 2025

A detailed history of Wealth Quarterback LLC transactions in Southern CO stock. As of the latest transaction made, Wealth Quarterback LLC holds 4,221 shares of SO stock, worth $382,338. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,221

Previous 4,837 12.74%

Holding current value

$382,338

Previous $444,000 9.91%

% of portfolio

0.17%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$90.83 - $96.0 $55,951 - $59,136	-616 Reduced 12.74%	4,221 $400,000
Q2 2025 Aug 07, 2025	SELL	$84.91 - $92.56 $20,548 - $22,399	-242 Reduced 4.76%	4,837 $444,000
Q1 2025 May 05, 2025	BUY	$80.96 - $92.96 $22,425 - $25,749	277 Added 5.77%	5,079 $467,000
Q4 2024 Jan 31, 2025	SELL	$81.5 - $94.15 $19,641 - $22,690	-241 Reduced 4.78%	4,802 $395,000
Q3 2024 Nov 01, 2024	SELL	$77.0 - $90.52 $15,169 - $17,832	-197 Reduced 3.76%	5,043 $454,000

Q2 2024 Jul 22, 2024	SELL	$67.77 - $80.71 $13,960 - $16,626	-206 Reduced 3.78%	5,240 $406,000
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $19,610 - $21,383	296 Added 5.75%	5,446 $390,000
Q4 2023 Feb 13, 2024	BUY	$62.71 - $73.08 $80,519 - $93,834	1,284 Added 33.21%	5,150 $361,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $7,248 - $8,186	112 Added 2.98%	3,866 $250,000
Q2 2023 Aug 10, 2023	BUY	$68.97 - $75.66 $258,913 - $284,027	3,754 New	3,754 $263,000
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $671,228 - $785,375	-10,265 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$61.34 - $67.32 $459,804 - $504,630	7,496 Added 270.71%	10,265 $165,000
Q2 2021 Aug 11, 2021	BUY	$60.46 - $66.42 $167,413 - $183,916	2,769 New	2,769 $168,000
Q2 2020 Aug 17, 2020	SELL	$50.14 - $60.33 $185,367 - $223,040	-3,697 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$43.23 - $70.85 $572,494 - $938,266	-13,243 Reduced 78.18%	3,697 $200,000
Q4 2019 Feb 27, 2020	BUY	$60.33 - $63.86 $1.02 Million - $1.08 Million	16,940 New	16,940 $1.08 Million

Others Institutions Holding SO

# of Institutions

2,536

Shares Held

783M

Call Options Held

4.68M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
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 Quarterback LLC Southern CO Transaction History