A detailed history of Carson Advisory Inc. transactions in Southern CO stock. As of the latest transaction made, Carson Advisory Inc. holds 69,945 shares of SO stock, worth $5.59 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
69,945
Previous 70,228 0.4%
Holding current value
$5.59 Million
Previous $4.92 Million 1.89%
% of portfolio
3.63%
Previous 3.9%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$66.25 - $72.24 $18,748 - $20,443
-283 Reduced 0.4%
69,945 $5.02 Million
Q4 2023

Feb 06, 2024

SELL
$62.71 - $73.08 $33,800 - $39,390
-539 Reduced 0.76%
70,228 $4.92 Million
Q3 2023

Nov 08, 2023

SELL
$64.72 - $73.09 $13,332 - $15,056
-206 Reduced 0.29%
70,767 $4.58 Million
Q2 2023

Jul 28, 2023

BUY
$68.97 - $75.66 $4.9 Million - $5.37 Million
70,973 New
70,973 $4.99 Million
Q1 2023

May 05, 2023

SELL
$62.32 - $72.5 $71,356 - $83,012
-1,145 Reduced 1.57%
71,771 $4.99 Million
Q4 2022

Feb 08, 2023

BUY
$63.44 - $72.26 $166,085 - $189,176
2,618 Added 3.72%
72,916 $5.21 Million
Q3 2022

Nov 07, 2022

BUY
$68.0 - $80.16 $13,192 - $15,551
194 Added 0.28%
70,298 $4.78 Million
Q2 2022

Aug 03, 2022

SELL
$65.39 - $76.51 $172,498 - $201,833
-2,638 Reduced 3.63%
70,104 $5 Million
Q1 2022

May 03, 2022

BUY
$62.84 - $72.51 $95,768 - $110,505
1,524 Added 2.14%
72,742 $5.28 Million
Q4 2021

Feb 08, 2022

BUY
$61.1 - $68.58 $4.35 Million - $4.88 Million
71,218 New
71,218 $4.88 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 $87.1B
  • 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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