A detailed history of Affinity Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Affinity Wealth Management LLC holds 9,433 shares of SO stock, worth $736,151. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,433
Previous 9,433 -0.0%
Holding current value
$736,151
Previous $661,000 2.27%
% of portfolio
0.14%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

BUY
$64.72 - $73.09 $1,100 - $1,242
17 Added 0.18%
9,433 $610,000
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $284,777 - $312,400
4,129 Added 78.1%
9,416 $661,000
Q4 2022

Feb 09, 2023

SELL
$63.44 - $72.26 $12,688 - $14,452
-200 Reduced 3.64%
5,287 $377,000
Q4 2021

Feb 08, 2022

BUY
$61.1 - $68.58 $1,099 - $1,234
18 Added 0.33%
5,487 $377,000
Q3 2021

Nov 04, 2021

BUY
$61.34 - $67.32 $1,042 - $1,144
17 Added 0.31%
5,469 $338,000
Q2 2021

Aug 09, 2021

BUY
$60.46 - $66.42 $1,027 - $1,129
17 Added 0.31%
5,452 $343,000
Q4 2020

Feb 12, 2021

BUY
$54.62 - $64.17 $103,778 - $121,923
1,900 Added 53.75%
5,435 $332,000
Q3 2020

Nov 16, 2020

BUY
$51.56 - $55.78 $182,264 - $197,182
3,535 New
3,535 $206,000
Q1 2020

May 15, 2020

SELL
$43.23 - $70.85 $148,495 - $243,369
-3,435 Closed
0 $0
Q3 2019

Nov 13, 2019

BUY
$54.84 - $61.98 $188,375 - $212,901
3,435 New
3,435 $212,000
Q1 2019

May 10, 2019

SELL
$43.72 - $52.53 $248,460 - $298,527
-5,683 Closed
0 $0
Q4 2018

May 09, 2019

BUY
$42.79 - $47.56 $42,875 - $47,655
1,002 Added 21.41%
5,683 $250,000
Q3 2017

Nov 14, 2017

BUY
$47.92 - $50.64 $95 - $101
2 Added 0.04%
4,681 $230,000
Q3 2017

Nov 14, 2017

BUY
$47.92 - $50.64 $224,217 - $236,944
4,679
4,679 $224,000

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 $85B
  • 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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