A detailed history of Altium Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Altium Wealth Management LLC holds 18,146 shares of SO stock, worth $1.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,146
Previous 14,936 21.49%
Holding current value
$1.41 Million
Previous $1.08 Million 19.48%
% of portfolio
0.09%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$65.39 - $76.51 $209,901 - $245,597
3,210 Added 21.49%
18,146 $1.29 Million
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $129,764 - $149,733
2,065 Added 16.04%
14,936 $1.08 Million
Q4 2021

Jan 31, 2022

BUY
$61.1 - $68.58 $43,992 - $49,377
720 Added 5.93%
12,871 $883,000
Q3 2021

Nov 15, 2021

SELL
$61.34 - $67.32 $15,519 - $17,031
-253 Reduced 2.04%
12,151 $753,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $33,071 - $36,331
547 Added 4.61%
12,404 $751,000
Q1 2021

May 06, 2021

BUY
$56.72 - $62.32 $106,179 - $116,663
1,872 Added 18.75%
11,857 $737,000
Q4 2020

Feb 04, 2021

BUY
$54.62 - $64.17 $154,137 - $181,087
2,822 Added 39.4%
9,985 $613,000
Q3 2020

Oct 26, 2020

SELL
$51.56 - $55.78 $65,532 - $70,896
-1,271 Reduced 15.07%
7,163 $388,000
Q2 2020

Jul 31, 2020

SELL
$50.14 - $60.33 $37,605 - $45,247
-750 Reduced 8.17%
8,434 $437,000
Q1 2020

Apr 23, 2020

BUY
$43.23 - $70.85 $397,024 - $650,686
9,184 New
9,184 $497,000

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 $84.7B
  • 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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