A detailed history of Cbiz Investment Advisory Services, LLC transactions in Southern CO stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 285 shares of SO stock, worth $24,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
285
Previous 284 0.35%
Holding current value
$24,966
Previous $22,000 13.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $77 - $90
1 Added 0.35%
285 $25,000
Q2 2024

Aug 09, 2024

BUY
$67.77 - $80.71 $67 - $80
1 Added 0.35%
284 $22,000
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $18,748 - $20,443
283 New
283 $20,000
Q4 2021

Feb 11, 2022

SELL
$61.1 - $68.58 $8,859 - $9,944
-145 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$61.34 - $67.32 $6,134 - $6,731
-100 Reduced 40.82%
145 $9,000
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $7,600 - $8,350
134 Added 120.72%
245 $15,000
Q4 2020

Feb 16, 2021

SELL
$54.62 - $64.17 $7,319 - $8,598
-134 Reduced 54.69%
111 $15,000
Q4 2019

Feb 12, 2020

BUY
$60.33 - $63.86 $14,780 - $15,645
245 New
245 $16,000

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 $95.4B
  • 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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