A detailed history of Court Place Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Court Place Advisors, LLC holds 10,279 shares of SO stock, worth $907,532. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,279
Previous 5,572 84.48%
Holding current value
$907,532
Previous $502,000 84.46%
% of portfolio
0.27%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$77.0 - $90.52 $362,439 - $426,077
4,707 Added 84.48%
10,279 $926,000
Q3 2024

Oct 23, 2024

SELL
$77.0 - $90.52 $400,939 - $471,337
-5,207 Reduced 48.31%
5,572 $502,000
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $33,885 - $40,355
500 Added 4.86%
10,779 $836,000
Q1 2024

Apr 26, 2024

SELL
$66.25 - $72.24 $33,125 - $36,120
-500 Reduced 4.64%
10,279 $737,000
Q4 2023

Jan 31, 2024

SELL
$62.71 - $73.08 $23,390 - $27,258
-373 Reduced 3.34%
10,779 $755,000
Q2 2023

Aug 01, 2023

SELL
$68.97 - $75.66 $27,588 - $30,264
-400 Reduced 3.46%
11,152 $783,000
Q1 2023

May 08, 2023

SELL
$62.32 - $72.5 $74,784 - $87,000
-1,200 Reduced 9.41%
11,552 $803,000
Q4 2022

Feb 13, 2023

SELL
$63.44 - $72.26 $27,406 - $31,216
-432 Reduced 3.28%
12,752 $911,000
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $10,200 - $12,024
-150 Reduced 1.12%
13,184 $896,000
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $15,170 - $17,750
232 Added 1.77%
13,334 $951,000
Q1 2022

May 13, 2022

SELL
$62.84 - $72.51 $12,568 - $14,502
-200 Reduced 1.5%
13,102 $950,000
Q4 2021

Feb 14, 2022

SELL
$61.1 - $68.58 $30,550 - $34,290
-500 Reduced 3.62%
13,302 $912,000
Q3 2021

Nov 12, 2021

SELL
$61.34 - $67.32 $49,072 - $53,855
-800 Reduced 5.48%
13,802 $855,000
Q2 2021

Aug 12, 2021

SELL
$60.46 - $66.42 $12,092 - $13,284
-200 Reduced 1.35%
14,602 $884,000
Q1 2021

May 17, 2021

SELL
$56.72 - $62.32 $8,508 - $9,348
-150 Reduced 1.0%
14,802 $920,000
Q4 2020

Feb 16, 2021

SELL
$54.62 - $64.17 $16,386 - $19,251
-300 Reduced 1.97%
14,952 $918,000
Q3 2020

Oct 26, 2020

SELL
$51.56 - $55.78 $5,156 - $5,578
-100 Reduced 0.65%
15,252 $827,000
Q1 2020

May 05, 2020

BUY
$43.23 - $70.85 $4,323 - $7,084
100 Added 0.66%
15,352 $831,000
Q4 2019

Jan 28, 2020

SELL
$60.33 - $63.86 $6,033 - $6,386
-100 Reduced 0.65%
15,252 $972,000
Q3 2019

Oct 22, 2019

SELL
$54.84 - $61.98 $30,820 - $34,832
-562 Reduced 3.53%
15,352 $948,000
Q2 2019

Jul 30, 2019

SELL
$51.2 - $56.28 $53,760 - $59,094
-1,050 Reduced 6.19%
15,914 $880,000
Q1 2019

May 03, 2019

BUY
$43.72 - $52.53 $87 - $105
2 Added 0.01%
16,964 $877,000
Q4 2018

Jan 28, 2019

BUY
$42.79 - $47.56 $12,879 - $14,315
301 Added 1.81%
16,962 $745,000
Q3 2018

Oct 29, 2018

BUY
$42.66 - $49.08 $2,175 - $2,503
51 Added 0.31%
16,661 $726,000
Q2 2018

Aug 07, 2018

SELL
$42.73 - $46.6 $51,190 - $55,826
-1,198 Reduced 6.73%
16,610 $769,000
Q1 2018

May 01, 2018

BUY
$42.92 - $47.2 $27,983 - $30,774
652 Added 3.8%
17,808 $795,000
Q4 2017

Jan 30, 2018

BUY
$48.05 - $53.25 $240 - $266
5 Added 0.03%
17,156 $825,000
Q3 2017

Nov 06, 2017

BUY
$47.92 - $50.64 $821,875 - $868,526
17,151
17,151 $843,000

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 $96.1B
  • 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 Court Place Advisors, LLC Portfolio

Follow Court Place Advisors, 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 Court Place Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Court Place Advisors, LLC with notifications on news.