A detailed history of Beaumont Asset Management, L.L.C. transactions in Southern CO stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 7,412 shares of SO stock, worth $653,293. This represents 0.4% of its overall portfolio holdings.

Number of Shares
7,412
Previous 7,332 1.09%
Holding current value
$653,293
Previous $568,000 17.61%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Oct 24, 2024

BUY
$77.0 - $90.52 $6,160 - $7,241
80 Added 1.09%
7,412 $668,000
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $13,418 - $15,980
198 Added 2.78%
7,332 $568,000
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $8,215 - $8,957
124 Added 1.77%
7,134 $511,000
Q4 2023

Feb 01, 2024

SELL
$62.71 - $73.08 $1,567 - $1,827
-25 Reduced 0.36%
7,010 $491,000
Q3 2023

Oct 30, 2023

BUY
$64.72 - $73.09 $10,225 - $11,548
158 Added 2.3%
7,035 $455,000
Q2 2023

Aug 02, 2023

BUY
$68.97 - $75.66 $103,799 - $113,868
1,505 Added 28.02%
6,877 $483,000
Q1 2023

Apr 24, 2023

SELL
$62.32 - $72.5 $1,371 - $1,595
-22 Reduced 0.41%
5,372 $373,000
Q4 2022

Jan 18, 2023

BUY
$63.44 - $72.26 $3,933 - $4,480
62 Added 1.16%
5,394 $0
Q3 2022

Nov 01, 2022

SELL
$68.0 - $80.16 $2,176 - $2,565
-32 Reduced 0.6%
5,332 $362,000
Q2 2022

Jul 19, 2022

SELL
$65.39 - $76.51 $2,746 - $3,213
-42 Reduced 0.78%
5,364 $382,000
Q1 2022

May 02, 2022

BUY
$62.84 - $72.51 $1,822 - $2,102
29 Added 0.54%
5,406 $391,000
Q4 2021

Jan 25, 2022

BUY
$61.1 - $68.58 $8,126 - $9,121
133 Added 2.54%
5,377 $368,000
Q3 2021

Oct 20, 2021

SELL
$61.34 - $67.32 $5,336 - $5,856
-87 Reduced 1.63%
5,244 $324,000
Q2 2021

Aug 12, 2021

SELL
$60.46 - $66.42 $906 - $996
-15 Reduced 0.28%
5,331 $322,000
Q1 2021

Apr 29, 2021

BUY
$56.72 - $62.32 $17,583 - $19,319
310 Added 6.16%
5,346 $332,000
Q4 2020

Feb 04, 2021

BUY
$54.62 - $64.17 $2,348 - $2,759
43 Added 0.86%
5,036 $309,000
Q3 2020

Oct 14, 2020

BUY
$51.56 - $55.78 $824 - $892
16 Added 0.32%
4,993 $270,000
Q2 2020

Aug 06, 2020

BUY
$50.14 - $60.33 $249,546 - $300,262
4,977 New
4,977 $258,000

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 $96B
  • 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 Beaumont Asset Management, L.L.C. Portfolio

Follow Beaumont Asset Management, L.L.C. 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 Beaumont Asset Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Asset Management, L.L.C. with notifications on news.