A detailed history of Beaumont Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 9,618 shares of SO stock, worth $851,577. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,618
Previous 9,607 0.11%
Holding current value
$851,577
Previous $745,000 16.38%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 09, 2024

BUY
$77.0 - $90.52 $847 - $995
11 Added 0.11%
9,618 $867,000
Q2 2024

Jul 24, 2024

BUY
$67.77 - $80.71 $5,963 - $7,102
88 Added 0.92%
9,607 $745,000
Q1 2024

May 10, 2024

SELL
$66.25 - $72.24 $16,231 - $17,698
-245 Reduced 2.51%
9,519 $682,000
Q4 2023

Jan 31, 2024

SELL
$62.71 - $73.08 $564 - $657
-9 Reduced 0.09%
9,764 $684,000
Q3 2023

Nov 01, 2023

SELL
$64.72 - $73.09 $11,843 - $13,375
-183 Reduced 1.84%
9,773 $632,000
Q2 2023

Aug 02, 2023

BUY
$68.97 - $75.66 $8,000 - $8,776
116 Added 1.18%
9,956 $699,000
Q1 2023

May 08, 2023

SELL
$62.32 - $72.5 $10,656 - $12,397
-171 Reduced 1.71%
9,840 $684,000
Q4 2022

Jan 25, 2023

BUY
$63.44 - $72.26 $635,097 - $723,394
10,011 New
10,011 $0

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 $96.4B
  • 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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