Carson Advisory Inc. Southern CO Transaction History

Carson Advisory Inc.

$135 Million
Q4 2024

A detailed history of Carson Advisory Inc. transactions in Southern CO stock. As of the latest transaction made, Carson Advisory Inc. holds 69,406 shares of SO stock, worth $5.94 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

69,406

Previous 70,707 1.84%

Holding current value

$5.94 Million

Previous $6.38 Million 10.38%

% of portfolio

4.22%

Previous 4.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.5 - $94.15 $106,031 - $122,489	-1,301 Reduced 1.84%	69,406 $5.71 Million
Q3 2024 Nov 01, 2024	BUY	$77.0 - $90.52 $56,903 - $66,894	739 Added 1.06%	70,707 $6.38 Million
Q2 2024 Aug 07, 2024	BUY	$67.77 - $80.71 $1,558 - $1,856	23 Added 0.03%	69,968 $5.43 Million
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

# of Institutions

2,308

Shares Held

717M

Call Options Held

5.15M

Put Options Held

4.15M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $93.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.

Account

Carson Advisory Inc. Southern CO Transaction History