A detailed history of Abound Wealth Management transactions in Southern CO stock. As of the latest transaction made, Abound Wealth Management holds 6,317 shares of SO stock, worth $552,232. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,317
Previous 6,075 3.98%
Holding current value
$552,232
Previous $471 Million 20.88%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Nov 04, 2024

BUY
$77.0 - $90.52 $18,634 - $21,905
242 Added 3.98%
6,317 $570 Million
Q2 2024

Aug 09, 2024

BUY
$67.77 - $80.71 $1,423 - $1,694
21 Added 0.35%
6,075 $471 Million
Q1 2024

Aug 08, 2024

SELL
$66.25 - $72.24 $530 - $577
-8 Reduced 0.13%
6,054 $434 Million
Q4 2023

Aug 08, 2024

SELL
$62.71 - $73.08 $125 - $146
-2 Reduced 0.03%
6,062 $425 Million
Q3 2023

Aug 08, 2024

BUY
$64.72 - $73.09 $3,300 - $3,727
51 Added 0.85%
6,064 $392 Million
Q2 2023

Aug 08, 2024

BUY
$68.97 - $75.66 $8,414 - $9,230
122 Added 2.07%
6,013 $422 Million
Q1 2023

Aug 07, 2024

BUY
$62.32 - $72.5 $367,127 - $427,097
5,891 New
5,891 $410 Million
Q4 2022

Aug 07, 2024

BUY
$63.44 - $72.26 $2,156 - $2,456
34 Added 0.58%
5,849 $418 Million
Q3 2022

Aug 07, 2024

SELL
$68.0 - $80.16 $5,168 - $6,092
-76 Reduced 1.29%
5,815 $395 Million
Q2 2022

Aug 12, 2024

SELL
$65.39 - $76.51 $20,924 - $24,483
-320 Reduced 5.27%
5,755 $410 Million
Q1 2022

Aug 12, 2024

BUY
$62.84 - $72.51 $22,685 - $26,176
361 Added 6.71%
5,742 $416 Million
Q4 2021

Aug 12, 2024

SELL
$61.1 - $68.58 $42,403 - $47,594
-694 Reduced 11.42%
5,381 $369 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 $95.2B
  • 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
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.