A detailed history of Capital Asset Advisory Services LLC transactions in Southern CO stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 5,523 shares of SO stock, worth $485,858. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,523
Previous 5,419 1.92%
Holding current value
$485,858
Previous $420,000 18.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$77.0 - $90.52 $8,008 - $9,414
104 Added 1.92%
5,523 $498,000
Q2 2024

Jul 24, 2024

SELL
$67.77 - $80.71 $54,758 - $65,213
-808 Reduced 12.98%
5,419 $420,000
Q1 2024

Apr 16, 2024

SELL
$66.25 - $72.24 $55,981 - $61,042
-845 Reduced 11.95%
6,227 $446,000
Q4 2023

Jan 09, 2024

SELL
$62.71 - $73.08 $69,231 - $80,680
-1,104 Reduced 13.5%
7,072 $495,000
Q3 2023

Oct 18, 2023

SELL
$64.72 - $73.09 $114,166 - $128,930
-1,764 Reduced 17.75%
8,176 $529,000
Q2 2023

Aug 02, 2023

SELL
$68.97 - $75.66 $23,587 - $25,875
-342 Reduced 3.33%
9,940 $698,000
Q1 2023

May 12, 2023

SELL
$62.32 - $72.5 $20,067 - $23,345
-322 Reduced 3.04%
10,282 $715,000
Q4 2022

Mar 08, 2023

SELL
$63.44 - $72.26 $117,110 - $133,391
-1,846 Reduced 14.83%
10,604 $757,000
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $146,268 - $172,424
-2,151 Reduced 14.73%
12,450 $847,000
Q2 2022

Aug 11, 2022

BUY
$65.39 - $76.51 $13,012 - $15,225
199 Added 1.38%
14,601 $1.04 Million
Q1 2022

Apr 29, 2022

BUY
$62.84 - $72.51 $49,580 - $57,210
789 Added 5.8%
14,402 $1.04 Million
Q4 2021

Feb 04, 2022

SELL
$61.1 - $68.58 $80,468 - $90,319
-1,317 Reduced 8.82%
13,613 $934,000
Q3 2021

Oct 14, 2021

BUY
$61.34 - $67.32 $45,330 - $49,749
739 Added 5.21%
14,930 $925,000
Q2 2021

Aug 06, 2021

BUY
$60.46 - $66.42 $18,561 - $20,390
307 Added 2.21%
14,191 $859,000
Q1 2021

May 13, 2021

BUY
$56.72 - $62.32 $94,098 - $103,388
1,659 Added 13.57%
13,884 $863,000
Q4 2020

Mar 02, 2021

BUY
$54.62 - $64.17 $127,428 - $149,708
2,333 Added 23.58%
12,225 $751,000
Q3 2020

Nov 18, 2020

BUY
$51.56 - $55.78 $5,929 - $6,414
115 Added 1.18%
9,892 $536,000
Q2 2020

Aug 14, 2020

BUY
$50.14 - $60.33 $53,348 - $64,191
1,064 Added 12.21%
9,777 $530,000
Q1 2020

May 18, 2020

SELL
$43.23 - $70.85 $59,052 - $96,781
-1,366 Reduced 13.55%
8,713 $469,000
Q4 2019

Feb 13, 2020

BUY
$60.33 - $63.86 $540,255 - $571,866
8,955 Added 796.71%
10,079 $691,000
Q4 2019

Feb 12, 2020

BUY
$60.33 - $63.86 $67,810 - $71,778
1,124 New
1,124 $627,000

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 $95.8B
  • 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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