A detailed history of Apella Capital, LLC transactions in Southern CO stock. As of the latest transaction made, Apella Capital, LLC holds 5,891 shares of SO stock, worth $518,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,891
Previous 5,822 1.19%
Holding current value
$518,231
Previous $451,000 17.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 03, 2024

BUY
$77.0 - $90.52 $5,313 - $6,245
69 Added 1.19%
5,891 $531,000
Q2 2024

Jul 10, 2024

BUY
$67.77 - $80.71 $115,547 - $137,610
1,705 Added 41.41%
5,822 $451,000
Q1 2024

Apr 10, 2024

SELL
$66.25 - $72.24 $4,968 - $5,418
-75 Reduced 1.79%
4,117 $295,000
Q4 2023

Jan 05, 2024

BUY
$62.71 - $73.08 $262,880 - $306,351
4,192 New
4,192 $293,000
Q2 2023

Jul 06, 2023

BUY
$68.97 - $75.66 $196,357 - $215,404
2,847 New
2,847 $200,000

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 $95.8B
  • 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 Apella Capital, LLC Portfolio

Follow Apella Capital, LLC 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.