A detailed history of Cornerstone Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 4,715 shares of SO stock, worth $391,439. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,715
Previous 4,714 0.02%
Holding current value
$391,439
Previous $365,000 16.44%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 16, 2024

BUY
$77.0 - $90.52 $77 - $90
1 Added 0.02%
4,715 $425,000
Q2 2024

Jul 16, 2024

SELL
$67.77 - $80.71 $60,450 - $71,993
-892 Reduced 15.91%
4,714 $365,000
Q1 2024

Apr 19, 2024

SELL
$66.25 - $72.24 $9,076 - $9,896
-137 Reduced 2.39%
5,606 $402,000
Q4 2023

Jan 10, 2024

SELL
$62.71 - $73.08 $21,321 - $24,847
-340 Reduced 5.59%
5,743 $402,000
Q3 2023

Nov 06, 2023

SELL
$64.72 - $73.09 $194 - $219
-3 Reduced 0.05%
6,083 $393,000
Q2 2023

Jul 14, 2023

SELL
$68.97 - $75.66 $21,863 - $23,984
-317 Reduced 4.95%
6,086 $427,000
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $7,665 - $8,917
123 Added 1.96%
6,403 $445,000
Q3 2022

Oct 14, 2022

BUY
$68.0 - $80.16 $18,972 - $22,364
279 Added 4.65%
6,280 $427,000
Q2 2022

Aug 04, 2022

BUY
$65.39 - $76.51 $719 - $841
11 Added 0.18%
6,001 $428,000
Q1 2022

Apr 21, 2022

SELL
$62.84 - $72.51 $43,799 - $50,539
-697 Reduced 10.42%
5,990 $434,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $56,945 - $63,916
932 Added 16.19%
6,687 $459,000
Q3 2021

Nov 12, 2021

BUY
$61.34 - $67.32 $13,617 - $14,945
222 Added 4.01%
5,755 $357,000
Q2 2021

Aug 09, 2021

BUY
$60.46 - $66.42 $66,324 - $72,862
1,097 Added 24.73%
5,533 $335,000
Q1 2021

Apr 30, 2021

SELL
$56.72 - $62.32 $5,898 - $6,481
-104 Reduced 2.29%
4,436 $276,000
Q4 2020

Jan 29, 2021

SELL
$54.62 - $64.17 $28,020 - $32,919
-513 Reduced 10.15%
4,540 $279,000
Q3 2020

Oct 13, 2020

SELL
$51.56 - $55.78 $8,146 - $8,813
-158 Reduced 3.03%
5,053 $274,000
Q2 2020

Jul 16, 2020

SELL
$50.14 - $60.33 $2,607 - $3,137
-52 Reduced 0.99%
5,211 $270,000
Q1 2020

May 13, 2020

BUY
$43.23 - $70.85 $43 - $70
1 Added 0.02%
5,263 $285,000
Q4 2019

Feb 20, 2020

SELL
$60.33 - $63.86 $99,242 - $105,049
-1,645 Reduced 23.82%
5,262 $335,000
Q3 2019

Oct 29, 2019

SELL
$54.84 - $61.98 $31,149 - $35,204
-568 Reduced 7.6%
6,907 $427,000
Q2 2019

Aug 02, 2019

BUY
$51.2 - $56.28 $67,225 - $73,895
1,313 Added 21.31%
7,475 $413,000
Q1 2019

May 13, 2019

BUY
$43.72 - $52.53 $4,984 - $5,988
114 Added 1.88%
6,162 $724,000
Q4 2018

Feb 13, 2019

SELL
$42.79 - $47.56 $13.8 Million - $15.3 Million
-321,659 Reduced 98.15%
6,048 $263,000
Q3 2018

Oct 19, 2018

SELL
$42.66 - $49.08 $513,370 - $590,628
-12,034 Reduced 3.54%
327,707 $6.6 Million
Q2 2018

Jul 20, 2018

BUY
$42.73 - $46.6 $14.2 Million - $15.4 Million
331,494 Added 4019.57%
339,741 $7.25 Million
Q1 2018

Apr 24, 2018

BUY
$42.92 - $47.2 $64,337 - $70,752
1,499 Added 22.21%
8,247 $366,000
Q4 2017

Feb 09, 2018

BUY
$48.05 - $53.25 $7,063 - $7,827
147 Added 2.23%
6,748 $318,000
Q2 2017

Aug 11, 2017

BUY
N/A
6,601
6,601 $312,000

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 $90.4B
  • 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 Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.