A detailed history of Concurrent Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 80,083 shares of SO stock, worth $7.02 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
80,083
Previous 77,153 3.8%
Holding current value
$7.02 Million
Previous $5.98 Billion 20.67%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 30, 2024

BUY
$77.0 - $90.52 $225,610 - $265,223
2,930 Added 3.8%
80,083 $7.22 Billion
Q2 2024

Jul 30, 2024

BUY
$67.77 - $80.71 $1.84 Million - $2.19 Million
27,143 Added 54.28%
77,153 $5.98 Billion
Q1 2024

May 07, 2024

SELL
$66.25 - $72.24 $146,942 - $160,228
-2,218 Reduced 4.25%
50,010 $3.59 Billion
Q4 2023

Apr 15, 2024

BUY
$62.71 - $73.08 $3.28 Million - $3.82 Million
52,228 New
52,228 $3.66 Billion

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 $95.4B
  • 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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