A detailed history of Axxcess Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,464 shares of SO stock, worth $1.53 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,464
Previous 22,353 21.87%
Holding current value
$1.53 Million
Previous $1.73 Million 9.17%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 04, 2024

SELL
$77.0 - $90.52 $376,453 - $442,552
-4,889 Reduced 21.87%
17,464 $1.57 Million
Q2 2024

Aug 09, 2024

BUY
$67.77 - $80.71 $298,933 - $356,011
4,411 Added 24.58%
22,353 $1.73 Million
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $166,155 - $181,177
2,508 Added 16.25%
17,942 $1.29 Million
Q4 2023

Feb 06, 2024

SELL
$62.71 - $73.08 $76,757 - $89,449
-1,224 Reduced 7.35%
15,434 $1.08 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $529,150 - $597,583
8,176 Added 96.39%
16,658 $1.08 Million
Q2 2023

Aug 08, 2023

BUY
$68.97 - $75.66 $136,215 - $149,428
1,975 Added 30.35%
8,482 $595,000
Q1 2023

May 03, 2023

BUY
$62.32 - $72.5 $217,122 - $252,590
3,484 Added 115.25%
6,507 $452,000
Q4 2022

Feb 14, 2023

SELL
$63.44 - $72.26 $761 - $867
-12 Reduced 0.4%
3,023 $215,000
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $748 - $881
-11 Reduced 0.36%
3,035 $206,000
Q2 2022

Aug 11, 2022

SELL
$65.39 - $76.51 $6,342 - $7,421
-97 Reduced 3.09%
3,046 $217,000
Q1 2022

Aug 11, 2022

BUY
$62.84 - $72.51 $197,506 - $227,898
3,143 New
3,143 $228,000

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 $95.4B
  • 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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