A detailed history of Balboa Wealth Partners transactions in Southern CO stock. As of the latest transaction made, Balboa Wealth Partners holds 10,282 shares of SO stock, worth $857,313. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,282
Previous 9,231 11.39%
Holding current value
$857,313
Previous $647,000 13.91%
% of portfolio
0.24%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $90.8B
  • 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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.