A detailed history of Avidian Wealth Solutions, LLC transactions in Southern CO stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 7,254 shares of SO stock, worth $646,549. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,254
Previous 6,731 7.77%
Holding current value
$646,549
Previous $522,000 25.29%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$77.0 - $90.52 $40,271 - $47,341
523 Added 7.77%
7,254 $654,000
Q2 2024

Aug 06, 2024

BUY
$67.77 - $80.71 $33,885 - $40,355
500 Added 8.02%
6,731 $522,000
Q1 2024

May 03, 2024

BUY
$66.25 - $72.24 $11,925 - $13,003
180 Added 2.97%
6,231 $447,000
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $188 - $219
3 Added 0.05%
6,051 $424,000
Q3 2023

Oct 13, 2023

BUY
$64.72 - $73.09 $46,533 - $52,551
719 Added 13.49%
6,048 $391,000
Q2 2023

Aug 03, 2023

BUY
$68.97 - $75.66 $6,552 - $7,187
95 Added 1.82%
5,329 $374,000
Q1 2023

May 08, 2023

BUY
$62.32 - $72.5 $21,251 - $24,722
341 Added 6.97%
5,234 $364,000
Q4 2022

Feb 06, 2023

SELL
$63.44 - $72.26 $147,434 - $167,932
-2,324 Reduced 32.2%
4,893 $349,000
Q3 2022

Nov 03, 2022

BUY
$68.0 - $80.16 $8,092 - $9,539
119 Added 1.68%
7,217 $491,000
Q2 2022

Jul 29, 2022

BUY
$65.39 - $76.51 $162,428 - $190,050
2,484 Added 53.84%
7,098 $506,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $41,851 - $48,291
666 Added 16.87%
4,614 $335,000
Q4 2021

Feb 14, 2022

SELL
$61.1 - $68.58 $8,065 - $9,052
-132 Reduced 3.24%
3,948 $271,000
Q3 2021

Nov 10, 2021

BUY
$61.34 - $67.32 $250,267 - $274,665
4,080 New
4,080 $253,000

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 $97B
  • 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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