A detailed history of Beta Wealth Group, Inc. transactions in Southern CO stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,715 shares of SO stock, worth $443,312. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,715
Previous 5,510 3.72%
Holding current value
$443,312
Previous $386,000 5.96%
% of portfolio
0.22%
Previous 0.22%

Shares

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

May 14, 2024

BUY
$66.25 - $72.24 $13,581 - $14,809
205 Added 3.72%
5,715 $409,000
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $18,499 - $21,558
-295 Reduced 5.08%
5,510 $386,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $13,267 - $14,983
205 Added 3.66%
5,805 $375,000
Q2 2023

Aug 11, 2023

BUY
$68.97 - $75.66 $34,485 - $37,830
500 Added 9.8%
5,600 $393,000
Q1 2023

May 09, 2023

BUY
$62.32 - $72.5 $18,696 - $21,750
300 Added 6.25%
5,100 $354,000
Q4 2022

Feb 10, 2023

BUY
$63.44 - $72.26 $304,512 - $346,848
4,800 New
4,800 $342,000

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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