A detailed history of Kapstone Financial Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 5,886 shares of SO stock, worth $519,674. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,886
Previous 5,886 -0.0%
Holding current value
$519,674
Previous $457 Million 16.15%
% of portfolio
0.32%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$67.77 - $80.71 $4,472 - $5,326
-66 Reduced 1.11%
5,886 $457 Million
Q4 2023

Feb 05, 2024

BUY
$62.71 - $73.08 $4,138 - $4,823
66 Added 1.12%
5,952 $412 Million
Q3 2023

Nov 03, 2023

BUY
$64.72 - $73.09 $1,035 - $1,169
16 Added 0.27%
5,886 $381 Million
Q4 2022

Feb 15, 2023

BUY
$63.44 - $72.26 $372,392 - $424,166
5,870 New
5,870 $403 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 $96.1B
  • 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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