A detailed history of Bt Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Bt Wealth Management LLC holds 13,016 shares of SO stock, worth $1.14 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,016
Previous 13,016 -0.0%
Holding current value
$1.14 Million
Previous $937,000 0.96%
% of portfolio
0.26%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 21, 2022

SELL
$62.84 - $72.51 $3,770 - $4,350
-60 Reduced 0.46%
13,016 $944,000
Q4 2021

Feb 11, 2022

BUY
$61.1 - $68.58 $368,127 - $413,194
6,025 Added 85.45%
13,076 $897,000
Q4 2020

Feb 04, 2021

SELL
$54.62 - $64.17 $1,529 - $1,796
-28 Reduced 0.4%
7,051 $433,000
Q3 2020

Oct 23, 2020

SELL
$51.56 - $55.78 $313,072 - $338,696
-6,072 Reduced 46.17%
7,079 $384,000
Q2 2020

Jul 21, 2020

SELL
$50.14 - $60.33 $37,605 - $45,247
-750 Reduced 5.4%
13,151 $682,000
Q1 2020

Apr 29, 2020

SELL
$43.23 - $70.85 $153,985 - $252,367
-3,562 Reduced 20.4%
13,901 $753,000
Q4 2019

Jan 13, 2020

BUY
$60.33 - $63.86 $260,142 - $275,364
4,312 Added 32.79%
17,463 $1.11 Million
Q1 2019

Apr 15, 2019

SELL
$43.72 - $52.53 $74,192 - $89,143
-1,697 Reduced 11.43%
13,151 $680,000
Q4 2018

Feb 15, 2019

BUY
$42.79 - $47.56 $635,345 - $706,170
14,848 New
14,848 $731,000

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 $95.4B
  • 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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