A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Southern CO stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 215 shares of SO stock, worth $17,905. This represents 0.01% of its overall portfolio holdings.

Number of Shares
215
Previous 214 0.47%
Holding current value
$17,905
Previous $16,000 18.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$77.0 - $90.52 $77 - $90
1 Added 0.47%
215 $19,000
Q2 2024

Jul 22, 2024

SELL
$67.77 - $80.71 $6,777 - $8,070
-100 Reduced 31.85%
214 $16,000
Q1 2024

May 07, 2024

SELL
$66.25 - $72.24 $23,452 - $25,572
-354 Reduced 52.99%
314 $22,000
Q4 2023

Feb 08, 2024

SELL
$62.71 - $73.08 $13,608 - $15,858
-217 Reduced 24.52%
668 $46,000
Q2 2023

Aug 01, 2023

BUY
$68.97 - $75.66 $4,207 - $4,615
61 Added 7.4%
885 $62,000
Q1 2023

Apr 26, 2023

BUY
$62.32 - $72.5 $22,123 - $25,737
355 Added 75.69%
824 $57,000
Q4 2022

Feb 06, 2023

BUY
$63.44 - $72.26 $63 - $72
1 Added 0.21%
469 $34,000
Q3 2022

Nov 09, 2022

BUY
$68.0 - $80.16 $68 - $80
1 Added 0.21%
468 $32,000
Q2 2022

Aug 02, 2022

BUY
$65.39 - $76.51 $65 - $76
1 Added 0.21%
467 $33,000
Q1 2022

May 05, 2022

BUY
$62.84 - $72.51 $125 - $145
2 Added 0.43%
466 $34,000
Q4 2021

Feb 10, 2022

BUY
$61.1 - $68.58 $28,350 - $31,821
464 New
464 $32,000

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 $90.7B
  • 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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