A detailed history of Cassady Schiller Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 556 shares of SO stock, worth $46,414. This represents 0.02% of its overall portfolio holdings.

Number of Shares
556
Previous 556 -0.0%
Holding current value
$46,414
Previous $43,000 16.28%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $11,036 - $12,862
176 Added 46.32%
556 $38,000
Q3 2023

Nov 09, 2023

SELL
$64.72 - $73.09 $9,708 - $10,963
-150 Reduced 28.3%
380 $24,000
Q1 2023

May 12, 2023

SELL
$62.32 - $72.5 $3,178 - $3,697
-51 Reduced 8.78%
530 $36,000
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $36,858 - $41,983
581 New
581 $41,000
Q1 2022

May 12, 2022

SELL
$62.84 - $72.51 $25,952 - $29,946
-413 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$61.1 - $68.58 $25,234 - $28,323
413 New
413 $28,000

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 $90.9B
  • 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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