A detailed history of Capital Wealth Planning, LLC transactions in Southern CO stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 8,872 shares of SO stock, worth $796,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,872
Holding current value
$796,173
% of portfolio
0.01%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $683,144 - $803,093
8,872 New
8,872 $799,000
Q3 2021

Nov 03, 2021

SELL
$61.34 - $67.32 $287,868 - $315,932
-4,693 Closed
0 $0
Q4 2020

Jan 25, 2021

BUY
$54.62 - $64.17 $43,313 - $50,886
793 Added 20.33%
4,693 $282,000
Q3 2020

Nov 10, 2020

SELL
$51.56 - $55.78 $40,887 - $44,233
-793 Reduced 16.9%
3,900 $211,000
Q2 2020

Aug 14, 2020

SELL
$50.14 - $60.33 $133,121 - $160,176
-2,655 Reduced 36.13%
4,693 $243,000
Q1 2020

Apr 30, 2020

SELL
$43.23 - $70.85 $7,478 - $12,257
-173 Reduced 2.3%
7,348 $398,000
Q3 2019

Nov 12, 2019

SELL
$54.84 - $61.98 $18,810 - $21,259
-343 Reduced 4.36%
7,521 $466,000
Q2 2019

Aug 02, 2019

BUY
$51.2 - $56.28 $402,636 - $442,585
7,864 New
7,864 $435,000
Q3 2018

Nov 13, 2018

SELL
$42.66 - $49.08 $1.31 Million - $1.5 Million
-30,650 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$42.73 - $46.6 $1.31 Million - $1.43 Million
30,650 New
30,650 $0
Q3 2017

Nov 15, 2017

SELL
$47.92 - $50.64 $14.4 Million - $15.2 Million
-300,640 Closed
0 $0
Q2 2017

Aug 10, 2017

BUY
N/A
300,640
300,640 $14.4 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 $97.7B
  • 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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