A detailed history of Biltmore Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 3,187 shares of SO stock, worth $285,268. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,187
Previous 3,182 0.16%
Holding current value
$285,268
Previous $228,000 8.33%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$67.77 - $80.71 $338 - $403
5 Added 0.16%
3,187 $247,000
Q4 2023

Jan 24, 2024

BUY
$62.71 - $73.08 $188 - $219
3 Added 0.09%
3,182 $223,000
Q3 2023

Oct 10, 2023

BUY
$64.72 - $73.09 $194 - $219
3 Added 0.09%
3,179 $205,000
Q2 2023

Jul 11, 2023

BUY
$68.97 - $75.66 $137 - $151
2 Added 0.06%
3,176 $223,000
Q1 2023

Apr 14, 2023

BUY
$62.32 - $72.5 $186 - $217
3 Added 0.09%
3,174 $220,000
Q4 2022

Feb 21, 2023

BUY
$63.44 - $72.26 $201,168 - $229,136
3,171 New
3,171 $226,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $136 - $160
2 Added 0.06%
3,169 $215,000
Q2 2022

Aug 05, 2022

BUY
$65.39 - $76.51 $196 - $229
3 Added 0.09%
3,167 $226,000
Q1 2022

May 06, 2022

BUY
$62.84 - $72.51 $125 - $145
2 Added 0.06%
3,164 $229,000
Q4 2021

Feb 02, 2022

BUY
$61.1 - $68.58 $193,198 - $216,849
3,162 New
3,162 $217,000

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 $97.4B
  • 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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