Cary Street Partners Investment Advisory LLC Southern CO Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$26.28 - $27.49 $168,192 - $175,936	-6,400 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$25.23 - $26.93 $161,472 - $172,352	6,400 New	6,400 $169,000

Others Institutions Holding SOJD

# of Institutions

Shares Held

391K

Call Options Held

Put Options Held

Crossmark Global Holdings, Inc.

309K
Shares

$6.67 Million
0.12% of portfolio
Bartlett & Co. LLC

65.1K
Shares

$1.41 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

15.3K
Shares

$331,023
0.07% of portfolio
Thompson Investment Management, Inc.

1.85K
Shares

$39,997
0.01% of portfolio

View Full List

About SOUTHERN CO

Ticker SOJD
Exchange NYSE
Sector Industrials

More about SOJD

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