A detailed history of Bcr Wealth Strategies, LLC transactions in Southern CO stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 6,518 shares of SO stock, worth $505,470. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,518
Previous 6,505 0.2%
Holding current value
$505,470
Previous $456,000 2.63%
% of portfolio
0.32%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$66.25 - $72.24 $861 - $939
13 Added 0.2%
6,518 $468,000
Q4 2023

Jan 26, 2024

SELL
$62.71 - $73.08 $1,693 - $1,973
-27 Reduced 0.41%
6,505 $456,000
Q3 2023

Oct 20, 2023

BUY
$64.72 - $73.09 $21,810 - $24,631
337 Added 5.44%
6,532 $422,000
Q2 2023

Jul 14, 2023

SELL
$68.97 - $75.66 $3,172 - $3,480
-46 Reduced 0.74%
6,195 $435,000
Q1 2023

May 05, 2023

BUY
$62.32 - $72.5 $623 - $725
10 Added 0.16%
6,241 $434,000
Q4 2022

Jan 30, 2023

BUY
$63.44 - $72.26 $3,869 - $4,407
61 Added 0.99%
6,231 $444,000
Q3 2022

Nov 04, 2022

BUY
$68.0 - $80.16 $272 - $320
4 Added 0.06%
6,170 $420,000
Q2 2022

Jul 22, 2022

BUY
$65.39 - $76.51 $25,959 - $30,374
397 Added 6.88%
6,166 $440,000
Q1 2022

Apr 29, 2022

BUY
$62.84 - $72.51 $129,827 - $149,805
2,066 Added 55.79%
5,769 $418,000
Q4 2021

Feb 11, 2022

BUY
$61.1 - $68.58 $226,253 - $253,951
3,703 New
3,703 $254,000

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 $84.4B
  • 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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