A detailed history of Congress Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,550 shares of SO stock, worth $3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
34,550
Previous 3,440 904.36%
Holding current value
$3 Million
Previous $266,000 1071.05%
% of portfolio
0.04%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $2.4 Million - $2.82 Million
31,110 Added 904.36%
34,550 $3.12 Million
Q2 2024

Aug 13, 2024

SELL
$67.77 - $80.71 $9,148 - $10,895
-135 Reduced 3.78%
3,440 $266,000
Q1 2024

Apr 18, 2024

SELL
$66.25 - $72.24 $166,883 - $181,972
-2,519 Reduced 41.34%
3,575 $256,000
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $181,545 - $211,566
2,895 Added 90.5%
6,094 $427,000
Q3 2023

Oct 30, 2023

BUY
$64.72 - $73.09 $207,039 - $233,814
3,199 New
3,199 $207,000
Q1 2023

Apr 14, 2023

BUY
$62.32 - $72.5 $11,716 - $13,630
188 Added 6.41%
3,121 $217,000
Q4 2022

Feb 02, 2023

BUY
$63.44 - $72.26 $186,069 - $211,938
2,933 New
2,933 $209,000
Q2 2022

Aug 11, 2022

BUY
$65.39 - $76.51 $63,035 - $73,755
964 Added 32.79%
3,904 $278,000
Q1 2022

May 16, 2022

SELL
$62.84 - $72.51 $8,294 - $9,571
-132 Reduced 4.3%
2,940 $213,000
Q4 2021

Feb 04, 2022

BUY
$61.1 - $68.58 $187,699 - $210,677
3,072 New
3,072 $211,000

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 $94.5B
  • 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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