A detailed history of Concord Wealth Partners transactions in Southern CO stock. As of the latest transaction made, Concord Wealth Partners holds 30,254 shares of SO stock, worth $2.72 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,254
Previous 29,847 1.36%
Holding current value
$2.72 Million
Previous $2.14 Million 9.57%
% of portfolio
0.42%
Previous 0.39%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $27,582 - $32,848
407 Added 1.36%
30,254 $2.35 Million
Q1 2024

Apr 30, 2024

BUY
$66.25 - $72.24 $433,208 - $472,377
6,539 Added 28.05%
29,847 $2.14 Million
Q4 2023

Apr 30, 2024

BUY
$62.71 - $73.08 $163,735 - $190,811
2,611 Added 12.62%
23,308 $1.63 Million
Q4 2023

Feb 05, 2024

BUY
$62.71 - $73.08 $163,735 - $190,811
2,611 Added 12.62%
23,308 $1.63 Million
Q3 2023

Apr 30, 2024

SELL
$64.72 - $73.09 $168,983 - $190,837
-2,611 Reduced 11.2%
20,697 $1.34 Million
Q3 2023

Oct 25, 2023

BUY
$64.72 - $73.09 $171,119 - $193,249
2,644 Added 14.65%
20,697 $1.34 Million
Q2 2023

Aug 07, 2023

BUY
$68.97 - $75.66 $379,266 - $416,054
5,499 Added 43.8%
18,053 $1.27 Million
Q1 2023

Apr 26, 2023

BUY
$62.32 - $72.5 $376,163 - $437,610
6,036 Added 92.61%
12,554 $873,000
Q4 2022

Jan 27, 2023

SELL
$63.44 - $72.26 $25,058 - $28,542
-395 Reduced 5.71%
6,518 $465,000
Q3 2022

Nov 10, 2022

SELL
$68.0 - $80.16 $44,540 - $52,504
-655 Reduced 8.65%
6,913 $470,000
Q2 2022

Aug 04, 2022

BUY
$65.39 - $76.51 $4,119 - $4,820
63 Added 0.84%
7,568 $540,000
Q1 2022

Apr 20, 2022

BUY
$62.84 - $72.51 $1,005 - $1,160
16 Added 0.21%
7,505 $544,000
Q4 2021

Jan 21, 2022

BUY
$61.1 - $68.58 $46,985 - $52,738
769 Added 11.44%
7,489 $514,000
Q3 2021

Nov 09, 2021

SELL
$61.34 - $67.32 $16,561 - $18,176
-270 Reduced 3.86%
6,720 $416,000
Q2 2021

Jul 29, 2021

SELL
$60.46 - $66.42 $1,088 - $1,195
-18 Reduced 0.26%
6,990 $423,000
Q1 2021

May 13, 2021

BUY
$56.72 - $62.32 $1,020 - $1,121
18 Added 0.26%
7,008 $436,000
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $381,793 - $448,548
6,990 New
6,990 $429,000

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 $98B
  • 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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