A detailed history of Clear Investment Research, LLC transactions in Southern CO stock. As of the latest transaction made, Clear Investment Research, LLC holds 2,010 shares of SO stock, worth $163,815. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,010
Previous 2,015 0.25%
Holding current value
$163,815
Previous $156,000 16.03%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Nov 12, 2024

SELL
$77.0 - $90.52 $385 - $452
-5 Reduced 0.25%
2,010 $181,000
Q2 2024

Aug 08, 2024

SELL
$67.77 - $80.71 $338 - $403
-5 Reduced 0.25%
2,015 $156,000
Q1 2024

May 02, 2024

BUY
$66.25 - $72.24 $927 - $1,011
14 Added 0.7%
2,020 $144,000
Q4 2023

Feb 12, 2024

SELL
$62.71 - $73.08 $5,643 - $6,577
-90 Reduced 4.29%
2,006 $140,000
Q3 2023

Nov 07, 2023

SELL
$64.72 - $73.09 $711 - $803
-11 Reduced 0.52%
2,096 $135,000
Q1 2023

May 09, 2023

BUY
$62.32 - $72.5 $3,988 - $4,640
64 Added 3.13%
2,107 $146,000
Q4 2022

Feb 10, 2023

SELL
$63.44 - $72.26 $2,981 - $3,396
-47 Reduced 2.25%
2,043 $146,000
Q4 2020

Feb 10, 2021

SELL
$54.62 - $64.17 $8,739 - $10,267
-160 Reduced 7.11%
2,090 $128,000
Q4 2019

Feb 04, 2020

SELL
$60.33 - $63.86 $723 - $766
-12 Reduced 0.53%
2,250 $143,000
Q3 2019

Oct 15, 2019

BUY
$54.84 - $61.98 $102,825 - $116,212
1,875 Added 484.5%
2,262 $140,000
Q2 2019

Aug 05, 2019

BUY
$51.2 - $56.28 $19,200 - $21,105
375 Added 3125.0%
387 $21,000
Q3 2018

Nov 14, 2018

BUY
$42.66 - $49.08 $511 - $588
12 New
12 $1,000

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 $88.7B
  • 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
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.