A detailed history of Callan Family Office, LLC transactions in Southern CO stock. As of the latest transaction made, Callan Family Office, LLC holds 4,631 shares of SO stock, worth $405,675. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,631
Previous 4,463 3.76%
Holding current value
$405,675
Previous $346 Million 20.63%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 07, 2024

BUY
$77.0 - $90.52 $12,936 - $15,207
168 Added 3.76%
4,631 $418 Million
Q2 2024

Jul 25, 2024

BUY
$67.77 - $80.71 $302,457 - $360,208
4,463 New
4,463 $346 Million
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $2,508 - $2,923
40 Added 0.96%
4,211 $295 Million
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $7,310 - $8,019
106 Added 2.61%
4,171 $293 Million
Q1 2023

May 12, 2023

BUY
$62.32 - $72.5 $253,330 - $294,712
4,065 New
4,065 $283 Million

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
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, 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 Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.