Willis Johnson & Associates, Inc. Southern CO Transaction History

Willis Johnson & Associates, Inc.

$1.61 Billion
Q3 2025

A detailed history of Willis Johnson & Associates, Inc. transactions in Southern CO stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 4,190 shares of SO stock, worth $379,530. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,190

Previous 3,330 25.83%

Holding current value

$379,530

Previous $305,000 30.16%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$90.83 - $96.0 $78,113 - $82,560	860 Added 25.83%	4,190 $397,000
Q2 2025 Aug 13, 2025	SELL	$84.91 - $92.56 $254 - $277	-3 Reduced 0.09%	3,330 $305,000
Q1 2025 May 15, 2025	BUY	$80.96 - $92.96 $323 - $371	4 Added 0.12%	3,333 $306,000
Q4 2024 Feb 14, 2025	SELL	$81.5 - $94.15 $65,200 - $75,320	-800 Reduced 19.38%	3,329 $274,000
Q2 2024 Aug 01, 2024	BUY	$67.77 - $80.71 $1,016 - $1,210	15 Added 0.36%	4,129 $320,000

Q1 2024 Apr 19, 2024	SELL	$66.25 - $72.24 $16,628 - $18,132	-251 Reduced 5.75%	4,114 $295,000
Q4 2023 Jan 12, 2024	BUY	$62.71 - $73.08 $9,469 - $11,035	151 Added 3.58%	4,365 $306,000
Q3 2023 Oct 25, 2023	SELL	$64.72 - $73.09 $13,979 - $15,787	-216 Reduced 4.88%	4,214 $272,000
Q2 2023 Jul 17, 2023	SELL	$68.97 - $75.66 $7,724 - $8,473	-112 Reduced 2.47%	4,430 $311,000
Q1 2023 Apr 06, 2023	BUY	$62.32 - $72.5 $23,619 - $27,477	379 Added 9.1%	4,542 $316,000
Q3 2022 Oct 12, 2022	BUY	$68.0 - $80.16 $3,468 - $4,088	51 Added 1.24%	4,163 $283,000
Q2 2022 Jul 18, 2022	BUY	$65.39 - $76.51 $3,596 - $4,208	55 Added 1.36%	4,112 $293,000
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $5,467 - $6,308	87 Added 2.19%	4,057 $294,000
Q4 2021 Jan 21, 2022	SELL	$61.1 - $68.58 $24,440 - $27,432	-400 Reduced 9.15%	3,970 $272,000
Q2 2021 Jul 16, 2021	SELL	$60.46 - $66.42 $8,464 - $9,298	-140 Reduced 3.1%	4,370 $264,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $7,940 - $8,724	140 Added 3.2%	4,510 $280,000
Q4 2020 Apr 13, 2021	BUY	$54.62 - $64.17 $238,689 - $280,422	4,370 New	4,370 $268,000

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

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...

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Willis Johnson & Associates, Inc. Southern CO Transaction History