A detailed history of Cassaday & CO Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,534 shares of SO stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,534
Previous 11,496 9.03%
Holding current value
$1.1 Million
Previous $891,000 26.82%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$77.0 - $90.52 $79,926 - $93,959
1,038 Added 9.03%
12,534 $1.13 Million
Q2 2024

Jul 30, 2024

SELL
$67.77 - $80.71 $14,570 - $17,352
-215 Reduced 1.84%
11,496 $891,000
Q1 2024

May 08, 2024

BUY
$66.25 - $72.24 $13,846 - $15,098
209 Added 1.82%
11,711 $840,000
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $20,631 - $24,043
-329 Reduced 2.78%
11,502 $806,000
Q3 2023

Nov 06, 2023

SELL
$64.72 - $73.09 $3,947 - $4,458
-61 Reduced 0.51%
11,831 $765,000
Q2 2023

Aug 07, 2023

SELL
$68.97 - $75.66 $9,586 - $10,516
-139 Reduced 1.16%
11,892 $835,000
Q1 2023

May 03, 2023

BUY
$62.32 - $72.5 $40,258 - $46,835
646 Added 5.67%
12,031 $837,000
Q4 2022

Feb 07, 2023

BUY
$63.44 - $72.26 $722,264 - $822,680
11,385 New
11,385 $0

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 $95.3B
  • 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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