A detailed history of Balboa Wealth Partners transactions in Southern CO stock. As of the latest transaction made, Balboa Wealth Partners holds 11,269 shares of SO stock, worth $938,482. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,269
Previous 11,066 1.83%
Holding current value
$938,482
Previous $858,000 18.41%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 06, 2024

BUY
$77.0 - $90.52 $15,631 - $18,375
203 Added 1.83%
11,269 $1.02 Million
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $53,131 - $63,276
784 Added 7.62%
11,066 $858,000
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $69,628 - $75,924
1,051 Added 11.39%
10,282 $737,000
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $6,521 - $7,600
-104 Reduced 1.11%
9,231 $647,000
Q3 2023

Oct 23, 2023

SELL
$64.72 - $73.09 $18,056 - $20,392
-279 Reduced 2.9%
9,335 $604,000
Q2 2023

Aug 08, 2023

BUY
$68.97 - $75.66 $7,034 - $7,717
102 Added 1.07%
9,614 $675,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $2,368 - $2,755
38 Added 0.4%
9,512 $661,000
Q4 2022

Feb 14, 2023

SELL
$63.44 - $72.26 $46,057 - $52,460
-726 Reduced 7.12%
9,474 $676,000
Q3 2022

Jan 04, 2023

BUY
$68.0 - $80.16 $693,600 - $817,632
10,200 New
10,200 $694,000

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 $90.7B
  • 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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