A detailed history of Accurate Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 17,385 shares of SO stock, worth $1.52 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,385
Previous 17,613 1.29%
Holding current value
$1.52 Million
Previous $1.37 Million 14.71%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Oct 17, 2024

SELL
$77.0 - $90.52 $17,556 - $20,638
-228 Reduced 1.29%
17,385 $1.57 Million
Q2 2024

Jul 17, 2024

BUY
$67.77 - $80.71 $57,807 - $68,845
853 Added 5.09%
17,613 $1.37 Million
Q1 2024

Apr 22, 2024

SELL
$66.25 - $72.24 $8,281 - $9,030
-125 Reduced 0.74%
16,760 $1.2 Million
Q4 2023

Jan 12, 2024

BUY
$62.71 - $73.08 $5,643 - $6,577
90 Added 0.54%
16,885 $1.18 Million
Q3 2023

Oct 23, 2023

BUY
$64.72 - $73.09 $292,858 - $330,732
4,525 Added 36.88%
16,795 $1.09 Million
Q2 2023

Jul 24, 2023

BUY
$68.97 - $75.66 $23,311 - $25,573
338 Added 2.83%
12,270 $861,000
Q1 2023

Apr 13, 2023

BUY
$62.32 - $72.5 $37,703 - $43,862
605 Added 5.34%
11,932 $830,000
Q4 2022

Jan 11, 2023

BUY
$63.44 - $72.26 $223,626 - $254,716
3,525 Added 45.18%
11,327 $0
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $159,936 - $188,536
-2,352 Reduced 23.16%
7,802 $568,000
Q2 2022

Aug 04, 2022

BUY
$65.39 - $76.51 $457 - $535
7 Added 0.07%
10,154 $725,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $49,769 - $57,427
792 Added 8.47%
10,147 $736,000
Q4 2021

Feb 08, 2022

SELL
$61.1 - $68.58 $5,865 - $6,583
-96 Reduced 1.02%
9,355 $626,000
Q3 2021

Oct 22, 2021

BUY
$61.34 - $67.32 $83,851 - $92,026
1,367 Added 16.91%
9,451 $590,000
Q2 2021

Aug 25, 2021

BUY
$60.46 - $66.42 $488,758 - $536,939
8,084 New
8,084 $489,000

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 $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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