Carolinas Wealth Consulting LLC Southern CO Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Southern CO stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5,132 shares of SO stock, worth $483,947. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,132

Previous 5,113 0.37%

Holding current value

$483,947

Previous $461,000 8.46%

% of portfolio

0.08%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$81.5 - $94.15 $1,548 - $1,788	19 Added 0.37%	5,132 $422,000
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $1,232 - $1,448	16 Added 0.31%	5,113 $461,000
Q2 2024 Aug 12, 2024	BUY	$67.77 - $80.71 $265,184 - $315,818	3,913 Added 330.49%	5,097 $395,000
Q1 2024 May 14, 2024	SELL	$66.25 - $72.24 $3.18 Million - $3.47 Million	-47,975 Reduced 97.59%	1,184 $84,000
Q4 2023 Feb 13, 2024	SELL	$62.71 - $73.08 $2,006 - $2,338	-32 Reduced 0.07%	49,159 $3.45 Million
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $129 - $146	2 Added 0.0%	49,191 $3.18 Million
Q2 2023 Aug 14, 2023	SELL	$68.97 - $75.66 $4,896 - $5,371	-71 Reduced 0.14%	49,189 $3.46 Million
Q1 2023 May 15, 2023	SELL	$62.32 - $72.5 $6,418 - $7,467	-103 Reduced 0.21%	49,260 $3.43 Million
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $6,090 - $6,936	96 Added 0.19%	49,363 $3.53 Million
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $6,120 - $7,214	-90 Reduced 0.18%	49,267 $154,000
Q2 2022 Aug 16, 2022	BUY	$65.39 - $76.51 $3.11 Million - $3.64 Million	47,515 Added 2579.53%	49,357 $166,000
Q1 2022 May 17, 2022	SELL	$62.84 - $72.51 $52,659 - $60,763	-838 Reduced 31.27%	1,842 $134,000
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $488 - $548	8 Added 0.3%	2,680 $184,000
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $429 - $471	7 Added 0.26%	2,672 $166,000
Q2 2021 Aug 17, 2021	SELL	$60.46 - $66.42 $39,480 - $43,372	-653 Reduced 19.68%	2,665 $161,000
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $39,136 - $43,000	-690 Reduced 17.22%	3,318 $206,000
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $13,218 - $15,529	242 Added 6.43%	4,008 $246,000
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $2,938 - $3,179	-57 Reduced 1.49%	3,766 $204,000
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $401 - $482	8 Added 0.21%	3,823 $198,000
Q1 2020 May 11, 2020	BUY	$43.23 - $70.85 $164,922 - $270,292	3,815 New	3,815 $206,000

Others Institutions Holding SO

# of Institutions

2,476

Shares Held

717M

Call Options Held

4.91M

Put Options Held

3.09M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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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Carolinas Wealth Consulting LLC Southern CO Transaction History