Winch Advisory Services, LLC Southern CO Transaction History

Winch Advisory Services, LLC

$357 Million
Q1 2025

A detailed history of Winch Advisory Services, LLC transactions in Southern CO stock. As of the latest transaction made, Winch Advisory Services, LLC holds 653 shares of SO stock, worth $58,717. This represents 0.02% of its overall portfolio holdings.

Number of Shares

653

Previous 647 0.93%

Holding current value

$58,717

Previous $53,000 13.21%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$80.96 - $92.96 $485 - $557	6 Added 0.93%	653 $60,000
Q4 2024 Jan 14, 2025	BUY	$81.5 - $94.15 $35,126 - $40,578	431 Added 199.54%	647 $53,000
Q3 2024 Oct 21, 2024	BUY	$77.0 - $90.52 $154 - $181	2 Added 0.93%	216 $19,000
Q2 2024 Jul 31, 2024	SELL	$67.77 - $80.71 $4,676 - $5,568	-69 Reduced 24.38%	214 $16,000
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $4,836 - $5,273	73 Added 34.76%	283 $20,000
Q4 2023 Jan 18, 2024	BUY	$62.71 - $73.08 $125 - $146	2 Added 0.96%	210 $14,000
Q3 2023 Nov 06, 2023	BUY	$64.72 - $73.09 $129 - $146	2 Added 0.97%	208 $13,000
Q2 2023 Aug 08, 2023	BUY	$68.97 - $75.66 $137 - $151	2 Added 0.98%	206 $14,000
Q1 2023 May 10, 2023	BUY	$62.32 - $72.5 $186 - $217	3 Added 1.49%	204 $14,000
Q4 2022 Jan 26, 2023	BUY	$63.44 - $72.26 $126 - $144	2 Added 1.01%	201 $14,000
Q3 2022 Oct 31, 2022	BUY	$68.0 - $80.16 $68 - $80	1 Added 0.51%	199 $14,000
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $6,473 - $7,574	99 Added 100.0%	198 $14,000
Q1 2022 Apr 26, 2022	SELL	$62.84 - $72.51 $62 - $72	-1 Reduced 1.0%	99 $7,000
Q4 2021 Feb 04, 2022	BUY	$61.1 - $68.58 $61 - $68	1 Added 1.01%	100 $7,000
Q3 2021 Nov 10, 2021	BUY	$61.34 - $67.32 $61 - $67	1 Added 1.02%	99 $6,000
Q2 2021 Aug 05, 2021	BUY	$60.46 - $66.42 $60 - $66	1 Added 1.03%	98 $6,000
Q1 2021 May 03, 2021	BUY	$56.72 - $62.32 $56 - $62	1 Added 1.04%	97 $6,000
Q4 2020 Feb 09, 2021	BUY	$54.62 - $64.17 $54 - $64	1 Added 1.05%	96 $6,000
Q3 2020 Nov 04, 2020	BUY	$51.56 - $55.78 $51 - $55	1 Added 1.06%	95 $5,000
Q2 2020 Aug 12, 2020	BUY	$50.14 - $60.33 $50 - $60	1 Added 1.08%	94 $5,000
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $43 - $70	1 Added 1.09%	93 $5,000
Q4 2019 Feb 12, 2020	BUY	$60.33 - $63.86 $60 - $63	1 Added 1.1%	92 $6,000
Q3 2019 Nov 13, 2019	BUY	$54.84 - $61.98 $54 - $61	1 Added 1.11%	91 $6,000
Q2 2019 Aug 07, 2019	BUY	$51.2 - $56.28 $4,608 - $5,065	90 New	90 $5,000
Q4 2018 Feb 05, 2019	SELL	$42.79 - $47.56 $8,643 - $9,607	-202 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$42.73 - $46.6 $6,794 - $7,409	-159 Reduced 44.04%	202 $9,000
Q1 2018 May 11, 2018	SELL	$42.92 - $47.2 $15,837 - $17,416	-369 Reduced 50.55%	361 $16,000
Q4 2017 Feb 13, 2018	BUY	$48.05 - $53.25 $7,832 - $8,679	163 Added 28.75%	730 $35,000
Q3 2017 Nov 13, 2017	BUY	$47.92 - $50.64 $27,170 - $28,712	567	567 $28,000

Others Institutions Holding SO

# of Institutions

2,465

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 $97.9B
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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Winch Advisory Services, LLC Southern CO Transaction History