A detailed history of Avantax Advisory Services, Inc. transactions in Southern CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 99,718 shares of SO stock, worth $8.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
99,718
Previous 97,707 2.06%
Holding current value
$8.95 Million
Previous $7.58 Million 18.63%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 13, 2024

BUY
$77.0 - $90.52 $154,847 - $182,035
2,011 Added 2.06%
99,718 $8.99 Million
Q2 2024

Aug 09, 2024

BUY
$67.77 - $80.71 $789,113 - $939,787
11,644 Added 13.53%
97,707 $7.58 Million
Q1 2024

May 08, 2024

SELL
$66.25 - $72.24 $151,050 - $164,707
-2,280 Reduced 2.58%
86,063 $6.17 Million
Q4 2023

Feb 07, 2024

BUY
$62.71 - $73.08 $311,167 - $362,622
4,962 Added 5.95%
88,343 $6.19 Million
Q3 2023

Nov 07, 2023

BUY
$64.72 - $73.09 $13,397 - $15,129
207 Added 0.25%
83,381 $5.4 Million
Q2 2023

Aug 11, 2023

SELL
$68.97 - $75.66 $55,520 - $60,906
-805 Reduced 0.96%
83,174 $5.84 Million
Q1 2023

Apr 28, 2023

SELL
$62.32 - $72.5 $176,427 - $205,247
-2,831 Reduced 3.26%
83,979 $5.84 Million
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $455,182 - $518,465
7,175 Added 9.01%
86,810 $6.2 Million
Q3 2022

Nov 01, 2022

BUY
$68.0 - $80.16 $110,704 - $130,500
1,628 Added 2.09%
79,635 $5.42 Million
Q2 2022

Aug 02, 2022

BUY
$65.39 - $76.51 $1.06 Million - $1.24 Million
16,261 Added 26.34%
78,007 $5.56 Million
Q1 2022

Apr 27, 2022

BUY
$62.84 - $72.51 $235,587 - $271,839
3,749 Added 6.46%
61,746 $4.48 Million
Q4 2021

Jan 24, 2022

BUY
$61.1 - $68.58 $69,348 - $77,838
1,135 Added 2.0%
57,997 $3.98 Million
Q3 2021

Oct 21, 2021

SELL
$61.34 - $67.32 $47,293 - $51,903
-771 Reduced 1.34%
56,862 $3.53 Million
Q2 2021

Jul 29, 2021

BUY
$60.46 - $66.42 $410,100 - $450,526
6,783 Added 13.34%
57,633 $3.48 Million
Q1 2021

May 13, 2021

BUY
$56.72 - $62.32 $274,694 - $301,815
4,843 Added 10.53%
50,850 $3.16 Million
Q4 2020

Jan 22, 2021

SELL
$54.62 - $64.17 $5.49 Million - $6.45 Million
-100,481 Reduced 68.59%
46,007 $2.83 Million
Q3 2020

Oct 14, 2020

BUY
$51.56 - $55.78 $5.39 Million - $5.83 Million
104,510 Added 248.96%
146,488 $7.95 Million
Q2 2020

Aug 06, 2020

SELL
$50.14 - $60.33 $1.18 Million - $1.42 Million
-23,477 Reduced 35.87%
41,978 $2.18 Million
Q1 2020

Apr 30, 2020

BUY
$43.23 - $70.85 $34,540 - $56,609
799 Added 1.24%
65,455 $3.54 Million
Q4 2019

Feb 14, 2020

BUY
$60.33 - $63.86 $707,610 - $749,013
11,729 Added 22.16%
64,656 $4.12 Million
Q3 2019

Nov 08, 2019

BUY
$54.84 - $61.98 $160,023 - $180,857
2,918 Added 5.83%
52,927 $3.27 Million
Q2 2019

Aug 06, 2019

BUY
$51.2 - $56.28 $438,835 - $482,375
8,571 Added 20.68%
50,009 $2.76 Million
Q1 2019

May 13, 2019

BUY
$43.72 - $52.53 $753,514 - $905,354
17,235 Added 71.21%
41,438 $2.14 Million
Q4 2018

Feb 13, 2019

BUY
$42.79 - $47.56 $1.04 Million - $1.15 Million
24,203 New
24,203 $1.06 Million

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 $97.7B
  • 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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