A detailed history of Compass Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Compass Wealth Management LLC holds 3,150 shares of SO stock, worth $282,681. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,220 2.17%
Holding current value
$282,681
Previous $250 Million 13.73%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 16, 2024

SELL
$77.0 - $90.52 $5,390 - $6,336
-70 Reduced 2.17%
3,150 $284 Million
Q2 2024

Jul 16, 2024

BUY
$67.77 - $80.71 $44,050 - $52,461
650 Added 25.29%
3,220 $250 Million
Q1 2024

Apr 05, 2024

BUY
$66.25 - $72.24 $79,500 - $86,688
1,200 Added 87.59%
2,570 $184 Million
Q4 2023

Jan 04, 2024

SELL
$62.71 - $73.08 $15,677 - $18,270
-250 Reduced 15.43%
1,370 $96.1 Million
Q2 2023

Jul 27, 2023

BUY
$68.97 - $75.66 $60,003 - $65,824
870 Added 116.0%
1,620 $114 Million
Q4 2022

Feb 17, 2023

BUY
$63.44 - $72.26 $47,580 - $54,195
750 New
750 $53.6 Million

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 $97.7B
  • 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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