A detailed history of Waterford Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Waterford Advisors, LLC holds 2,671 shares of SO stock, worth $221,319. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,671
Previous 3,091 13.59%
Holding current value
$221,319
Previous $239,000 0.42%
% of portfolio
0.12%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$77.0 - $90.52 $32,340 - $38,018
-420 Reduced 13.59%
2,671 $240,000
Q1 2024

May 15, 2024

SELL
$66.25 - $72.24 $25,175 - $27,451
-380 Reduced 10.95%
3,091 $221,000
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $12,542 - $14,616
200 Added 6.11%
3,471 $243,000
Q3 2023

Nov 07, 2023

SELL
$64.72 - $73.09 $17,150 - $19,368
-265 Reduced 7.49%
3,271 $211,000
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $224,323 - $255,511
3,536 New
3,536 $253,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.2B
  • 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...
More about SO
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