A detailed history of Clifford Swan Investment Counsel LLC transactions in Southern CO stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 16,052 shares of SO stock, worth $1.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,052
Previous 16,852 4.75%
Holding current value
$1.44 Million
Previous $1.31 Million 10.71%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$77.0 - $90.52 $61,600 - $72,416
-800 Reduced 4.75%
16,052 $1.45 Million
Q1 2023

May 05, 2023

SELL
$62.32 - $72.5 $623 - $725
-10 Reduced 0.06%
16,852 $1.17 Million
Q4 2022

Feb 02, 2023

SELL
$63.44 - $72.26 $7,295 - $8,309
-115 Reduced 0.68%
16,862 $1.2 Million
Q3 2022

Nov 04, 2022

SELL
$68.0 - $80.16 $10,200 - $12,024
-150 Reduced 0.88%
16,977 $1.15 Million
Q2 2022

Aug 04, 2022

BUY
$65.39 - $76.51 $16,936 - $19,816
259 Added 1.54%
17,127 $1.22 Million
Q4 2021

Feb 11, 2022

BUY
$61.1 - $68.58 $59,083 - $66,316
967 Added 6.08%
16,868 $1.16 Million
Q4 2020

Feb 11, 2021

BUY
$54.62 - $64.17 $5,462 - $6,417
100 Added 0.63%
15,901 $977,000
Q1 2020

Apr 09, 2020

SELL
$43.23 - $70.85 $57,971 - $95,009
-1,341 Reduced 7.82%
15,801 $855,000
Q4 2019

Jan 30, 2020

BUY
$60.33 - $63.86 $129,769 - $137,362
2,151 Added 14.35%
17,142 $1.09 Million
Q2 2018

Aug 13, 2018

BUY
$42.73 - $46.6 $28,458 - $31,035
666 Added 4.65%
14,991 $694,000
Q3 2017

Nov 13, 2017

BUY
$47.92 - $50.64 $47,920 - $50,640
1,000 Added 7.5%
14,325 $704,000
Q2 2017

Aug 11, 2017

BUY
N/A
13,325
13,325 $638,000

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 $97.7B
  • 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
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