A detailed history of Buckingham Strategic Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 30,778 shares of SO stock, worth $2.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,778
Previous 34,187 9.97%
Holding current value
$2.71 Million
Previous $2.45 Million 2.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2024

SELL
$67.77 - $80.71 $231,027 - $275,140
-3,409 Reduced 9.97%
30,778 $2.39 Million
Q1 2024

May 09, 2024

BUY
$66.25 - $72.24 $315,217 - $343,717
4,758 Added 16.17%
34,187 $2.45 Million
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $153,388 - $178,753
2,446 Added 9.06%
29,429 $2.06 Million
Q3 2023

Nov 13, 2023

SELL
$64.72 - $73.09 $33,719 - $38,079
-521 Reduced 1.89%
26,983 $1.75 Million
Q2 2023

Aug 11, 2023

BUY
$68.97 - $75.66 $137,388 - $150,714
1,992 Added 7.81%
27,504 $1.93 Million
Q4 2022

Feb 13, 2023

SELL
$63.44 - $72.26 $20,427 - $23,267
-322 Reduced 1.25%
25,512 $1.82 Million
Q3 2022

Nov 07, 2022

SELL
$68.0 - $80.16 $11,628 - $13,707
-171 Reduced 0.66%
25,834 $1.76 Million
Q2 2022

Aug 12, 2022

SELL
$65.39 - $76.51 $13,012 - $15,225
-199 Reduced 0.76%
26,005 $1.85 Million
Q1 2022

May 10, 2022

SELL
$62.84 - $72.51 $8,232 - $9,498
-131 Reduced 0.5%
26,204 $1.9 Million
Q4 2021

Feb 09, 2022

SELL
$61.1 - $68.58 $88,656 - $99,509
-1,451 Reduced 5.22%
26,335 $1.81 Million
Q3 2021

Nov 10, 2021

SELL
$61.34 - $67.32 $12,390 - $13,598
-202 Reduced 0.72%
27,786 $1.72 Million
Q2 2021

Aug 06, 2021

BUY
$60.46 - $66.42 $133,677 - $146,854
2,211 Added 8.58%
27,988 $1.69 Million
Q1 2021

Apr 30, 2021

SELL
$56.72 - $62.32 $227,163 - $249,591
-4,005 Reduced 13.45%
25,777 $1.6 Million
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $376,604 - $442,452
6,895 Added 30.13%
29,782 $1.83 Million
Q3 2020

Nov 12, 2020

BUY
$51.56 - $55.78 $40,990 - $44,345
795 Added 3.6%
22,887 $1.24 Million
Q2 2020

Aug 03, 2020

SELL
$50.14 - $60.33 $216,454 - $260,444
-4,317 Reduced 16.35%
22,092 $1.15 Million
Q1 2020

May 07, 2020

BUY
$43.23 - $70.85 $86,935 - $142,479
2,011 Added 8.24%
26,409 $1.43 Million
Q4 2019

Feb 04, 2020

BUY
$60.33 - $63.86 $197,822 - $209,396
3,279 Added 15.53%
24,398 $1.55 Million
Q3 2019

Nov 12, 2019

SELL
$54.84 - $61.98 $93,666 - $105,861
-1,708 Reduced 7.48%
21,119 $1.3 Million
Q2 2019

Aug 05, 2019

BUY
$51.2 - $56.28 $2,508 - $2,757
49 Added 0.22%
22,827 $1.26 Million
Q1 2019

May 02, 2019

BUY
$43.72 - $52.53 $161,545 - $194,098
3,695 Added 19.36%
22,778 $1.18 Million
Q4 2018

Feb 11, 2019

BUY
$42.79 - $47.56 $37,740 - $41,947
882 Added 4.85%
19,083 $838,000
Q3 2018

Nov 02, 2018

SELL
$42.66 - $49.08 $28,368 - $32,638
-665 Reduced 3.52%
18,201 $794,000
Q2 2018

Aug 13, 2018

SELL
$42.73 - $46.6 $163,014 - $177,779
-3,815 Reduced 16.82%
18,866 $874,000
Q1 2018

May 14, 2018

SELL
$42.92 - $47.2 $114,424 - $125,835
-2,666 Reduced 10.52%
22,681 $1.01 Million
Q4 2017

Feb 12, 2018

BUY
$48.05 - $53.25 $822,952 - $912,012
17,127 Added 208.36%
25,347 $1.22 Million
Q3 2017

Nov 08, 2017

BUY
$47.92 - $50.64 $393,902 - $416,260
8,220
8,220 $404,000

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 Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.