A detailed history of Connectus Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Connectus Wealth, LLC holds 5,633 shares of SO stock, worth $469,116. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,633
Previous 15,910 64.59%
Holding current value
$469,116
Previous $1.12 Million 63.77%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$66.25 - $72.24 $680,851 - $742,410
-10,277 Reduced 64.59%
5,633 $404,000
Q4 2023

Feb 14, 2024

SELL
$62.71 - $73.08 $9,782 - $11,400
-156 Reduced 0.97%
15,910 $1.12 Million
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $279,460 - $315,602
4,318 Added 36.76%
16,066 $1.04 Million
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $44,761 - $49,103
649 Added 5.85%
11,748 $825,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $79,395 - $92,365
1,274 Added 12.97%
11,099 $772,000
Q4 2022

Feb 07, 2023

SELL
$63.44 - $72.26 $13,703 - $15,608
-216 Reduced 2.15%
9,825 $701,000
Q3 2022

Nov 10, 2022

SELL
$68.0 - $80.16 $53,380 - $62,925
-785 Reduced 7.25%
10,041 $683,000
Q2 2022

Aug 08, 2022

BUY
$65.39 - $76.51 $504,549 - $590,351
7,716 Added 248.1%
10,826 $772,000
Q1 2022

May 06, 2022

SELL
$62.84 - $72.51 $11,122 - $12,834
-177 Reduced 5.38%
3,110 $213,000
Q4 2021

Feb 09, 2022

BUY
$61.1 - $68.58 $200,835 - $225,422
3,287 New
3,287 $226,000

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 $90.7B
  • 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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