A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 3,790 shares of SO stock, worth $336,893. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,790
Previous 3,731 1.58%
Holding current value
$336,893
Previous $267,000 9.74%
% of portfolio
0.15%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $3,998 - $4,761
59 Added 1.58%
3,790 $293,000
Q1 2023

May 02, 2023

BUY
$62.32 - $72.5 $9,659 - $11,237
155 Added 4.33%
3,731 $259,000
Q3 2022

Oct 24, 2022

SELL
$68.0 - $80.16 $1,020 - $1,202
-15 Reduced 0.42%
3,576 $243,000
Q1 2022

Apr 25, 2022

BUY
$62.84 - $72.51 $942 - $1,087
15 Added 0.42%
3,591 $260,000
Q4 2020

Feb 10, 2021

BUY
$54.62 - $64.17 $195,321 - $229,471
3,576 New
3,576 $220,000
Q1 2020

Apr 30, 2020

SELL
$43.23 - $70.85 $155,325 - $254,564
-3,593 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$60.33 - $63.86 $216,765 - $229,448
3,593 New
3,593 $229,000

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 $96.8B
  • 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
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